Financial Advisor: Client Planning & Growth

First Commonwealth Bank; Canton (Bradford County); Presencial; USD 65 000 - 95 000; Tempo integral

Resumo da oferta

First Commonwealth Bank in the United States is seeking a Financial Advisor to guide clients and prospects on investments, retirement and insurance products, aligning solutions with their goals. You will own prospecting, develop leads with bank partners and Financial Solutions Centers, and deliver an advice-led planning process.

Successful candidates have a bachelor’s in business or related field, at least five years of financial sales, and hold Series 7/63 and Life/Health licenses, with Series

Qualificações

• Bachelor’s degree in Business or related field or equivalent experience.
• Minimum five years of financial sales experience.
• Current Series 7 / 63 and Life, Accident & Health licensing required; must obtain Series 65 or 66 within 90 days.
• Demonstrated success in financial sales and strong communication, organizational and analytical skills.
• Technological savvy including Microsoft Word, Excel and PowerPoint.
• Valid driver’s license and ability to travel.

Responsabilidades

• Advises clients and prospects on a full range of investment, retirement and insurance products to meet their needs.
• Delivers an advice-led financial planning sales process to augment sales opportunities and improve performance.
• Collects and analyzes income, assets and debts to help clients meet future financial goals.
• Manages existing client relationships and cross-sells solutions across lines of business.
• Coaches and trains bank partners and Financial Solutions Centers staff to develop leads.
• Generates business through self-sourced marketing and sales activities.
• Coordinates with Brokerage Sales Manager and Program Manager to develop and track goals and results.
• Maintains records of sales activities and client contacts, attaining performance targets.

Conhecimentos

Excellent communication

Analytical skills

Client relationship management

Sales orientation

Time management

Formação académica

Bachelor’s degree in Business or related field or equivalent experience

Minimum five years of financial sales experience

Current Series 7 / 63 and Life, Accident & Health licensing required; Series 65 or 66 within 90 days

Ferramentas

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Descrição da oferta de emprego

First Commonwealth Bank in the United States is seeking a Financial Advisor to guide clients and prospects on investments, retirement and insurance products, aligning solutions with their goals. You will own prospecting, develop leads with bank partners and Financial Solutions Centers, and deliver an advice-led planning process.

Successful candidates have a bachelor’s in business or related field, at least five years of financial sales, and hold Series 7/63 and Life/Health licenses, with Series