Financial Consultant: High-Earning Wealth Advisor
NBT Bank
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
NBT Bank in Lenox Township, PA is seeking a dedicated professional for a sales role focused on investment and insurance products. You will be responsible for interviewing clients to assess their needs and making appropriate recommendations.
The ideal candidate will have at least 2-3 years of sales experience in a financial services context, a bachelor's degree, and strong communication skills. The position offers a competitive salary and generous benefits package.
Qualifications
- Minimum 2-3 years investment and insurance sales experience required.
- Strong knowledge of applicable securities and insurance rules and regulations.
Responsibilities
- Interview and profile customers to determine their investment and insurance needs.
- Develop and execute individual business plans to meet sales goals.
- Monitor client investment performance and make recommendations.
- Cultivate relationships with branch staff to discuss sales ideas.
- Perform other duties as required.
Skills
Education
Job description
NBT Bank in Lenox Township, PA is seeking a dedicated professional for a sales role focused on investment and insurance products. You will be responsible for interviewing clients to assess their needs and making appropriate recommendations.
The ideal candidate will have at least 2-3 years of sales experience in a financial services context, a bachelor's degree, and strong communication skills. The position offers a competitive salary and generous benefits package.
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