Financial Consultant: High-Earning Potential & Impact

NBT Bancorp Inc.; City of Plattsburgh (NY); On-site; USD 52,000 - 210,000; Full time

Benefits offered by this job

Paid time off

Parental leave

Medical, dental, and vision coverage

401(k) with employer match

Tuition reimbursement

Job summary

NBT Bancorp Inc. is seeking candidates for an investment and insurance sales role with a salary potential between $52,000 to $210,000 annually. The position involves interviewing and profiling customers to identify their needs, providing sales ideas, and monitoring clients' investment performance.

Qualified candidates should possess a Bachelor's Degree, have 2–3 years of sales experience, and require NASD Series6 and Life License. The role offers comprehensive benefits, including medical, dental, and retirement plans.

Qualifications

• Minimum 2–3 years of investment and insurance sales experience required.
• Unblemished compliance record.
• Demonstrated team player and high‑quality service provider.

Responsibilities

• Interview and profile customers to determine investment needs.
• Develop and execute an individual business plan for sales goals.
• Monitor client investment performance and make recommendations.
• Foster relationships with assigned branches.
• Perform other duties as required.

Skills

Knowledge of investment and insurance products

Strong communication skills

PC skills

Education

Bachelor's Degree or equivalent

Job description

NBT Bancorp Inc. is seeking candidates for an investment and insurance sales role with a salary potential between $52,000 to $210,000 annually. The position involves interviewing and profiling customers to identify their needs, providing sales ideas, and monitoring clients' investment performance.

Qualified candidates should possess a Bachelor's Degree, have 2–3 years of sales experience, and require NASD Series6 and Life License. The role offers comprehensive benefits, including medical, dental, and retirement plans.