Financial Consultant

Apple Bank; Town of Smithtown (NY); On-site; USD 72,000 - 96,000; Full time

Job summary

Apple Bank's ABS Associates of New York, Inc. is seeking a Financial Consultant to promote non-deposit investment products within a banking environment across the Smithtown area.

The role targets consistent achievement of monthly production objectives, with a strong sales and service orientation and collaboration with branch staff and clients. The position requires a NYS Life, Accident & Health license, FINRA Series 7, and Series 63/65/66, along with at least two years of sales experience.

Qualifications

• High school diploma or GED 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 series 65 or 66.
• 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.
• 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

Sales experience

Communication skills

Time management

Self-motivated

Education

High school diploma or GED

Tools

NYS Life, Health license

FINRA Series 7

Series 63/65/66

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.

Since 1863, Apple Bank has been a stable banking presence in New York City and its surrounding communities. We seek to put the best interests of our customers first and to manage our company prudently and responsibly. When you join the Apple Bank team, you’ll be working with a group of dedicated and talented professionals focused on delivery of an outstanding customer experience. For more than 160 years, Apple Bank has been invested in our customers and communities, striving always to put their best interests first. Along the way, our employees have been the key to our success. Whether you’re just beginning, continuing or changing your career, Apple Bank offers a range of career opportunities. We’ll support you in developing your potential to the fullest, while you contribute to our growth and success.

Apple Bank's employment policy is to provide equal opportunity to all persons. The Bank prides itself in having a diverse and inclusive workforce. No employee or applicant for employment will be discriminated against because of race, color, citizenship status, religion, sex, sexual orientation, creed, national origin, age, physical or mental disability, veteran status, political affiliation, domestic violence victim status, predisposing genetic characteristic, or any other Federal or State legally-protected classes.

Apple Bank will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business. If you are interested in applying for an employment opportunity and feel you need a reasonable accommodation pursuant to the ADA, please contact us at [e-mail].

Know Your Rights: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf

The Pay Transparency Notice: https://dol.ny.gov/system/files/documents/2024/04/p688-pay-transparency-law-for-employee.pdf