Financial Consultant

Apple Bank for Savings; Setauket (NY); On-site; USD 72,000 - 96,000; Full time

Job summary

ABS Associates of New York, Inc., the wealth management division of Apple Bank, seeks a Financial Consultant on Long Island to drive sale of non-deposit investment products within a banking environment.

The role emphasizes achieving monthly targets, training branch staff, outbound prospecting, and strong client service. Candidates must hold NYS Life, Accident & Health license and FINRA Series 7, 63, and 65/66; 2+ years sales experience required.

Qualifications

• High school diploma or GED is required.
• Minimum of 2 years of sales experience as a financial consultant.
• Banking experience preferred.
• Must possess NYS Life, Accident & Health license.
• FINRA Series 7, 63, and 65 or 66 are required.
• Excellent time management and communication skills.
• Self-motivated with ability to work independently.

Responsibilities

• Achieve or surpass established sales targets.
• Lead branch sales meetings, briefings, and motivational sessions.
• Execute continuous and consistent sales-generating activities, including outbound calls and appointment scheduling.
• Provide training programs for all branch employees.
• Engage daily with prospective clients.
• Explain investment concepts clearly and concisely to potential clients.
• Participate in ongoing sales and product training sessions.
• Maintain effective working relationships with branch personnel.
• Hold weekly meetings with Branch Managers across the assigned territory.
• Fulfil additional responsibilities as required.

Skills

Sales experience

Financial consulting

Time management

Communication skills

Independent / self-motivated

NYS Life, Accident & Health license

FINRA licenses

Education

High school diploma or GED

Job description

Long Island (Smithtown, Ronkonkoma, East Setauket)

Salary Range: $72,000 - $96,000

The Financial Consultant is tasked with the sale of non-deposit investment products within a banking environment for ABS Associates of New York, Inc., the wealth management division of Apple Bank. The ideal candidate will consistently achieve monthly and ongoing production objectives. This role requires a highly motivated individual who demonstrates strong sales and service orientation, as well as the ability to collaborate effectively with both branch personnel and bank clients.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Achieve or surpass established sales targets.
• Lead branch sales meetings, briefings, and motivational sessions.
• Execute continuous and consistent sales-generating activities, including outbound calls and appointment scheduling.
• Provide training programs for all branch employees.
• Engage daily with prospective clients.
• Uphold exemplary customer service standards, with the ability to explain investment concepts clearly and concisely to potential clients.
• Participate in ongoing sales and product training sessions.
• Maintain effective working relationships with branch personnel.
• Hold weekly meetings with Branch Managers across the assigned territory.
• Fulfil additional responsibilities as required.

SKILLS, EDUCATION, & EXPERIENCE

• High school diploma or GED required.
• Minimum of 2 years of sales experience as a financial consultant.
• Banking experience preferred.
• Must possess current NYS Life, Accident & Health license,
• FINRA Series 7, 63, and series 65 or 66 required.
• Excellent time management and communication skills required.
• Self-motivated with ability to work independently.

Visa sponsorship not available.

We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.