Hybrid Remote Financial Services Advisor — Registered Rep

Ulster Savings; City of Kingston (NY); Hybrid; USD 31,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Paid holidays

Medical insurance

Dental insurance

Vision insurance

401k matching

Educational assistance

Job summary

Ulster Savings Bank is seeking a results-driven financial sales professional for a hybrid remote position based in Kingston, NY. You will sell and service mutual funds, annuities, fee-based products, stocks, bonds, and life insurance, while maintaining strong client relationships.

The role requires Series 6/7/63/65 and Life Insurance licenses, excellent communication, at least two years of experience, and willingness to travel regionally with a focus on meeting a $250,000 annual commission

Qualifications

• Series 6, 7, 63, 65 & Life Insurance licenses required.
• Excellent written and verbal communication skills.
• Ability to travel and work independently.
• Minimum of 2 years of experience.
• Bi-lingual a plus.
• Ability to analyze data and exercise discretion and judgment.

Responsibilities

• Collect and analyze information regarding the customer's income, assets, investments, or debts; determining with the customer which financial products best meet the customer's needs and financial circumstances.
• Market, service or promote the Bank and its subsidiaries financial products and services.
• Generate a minimum of $250,000 in annual gross commissions.
• Develop a good working relationship with branch managers and branch staff.
• Conduct product and referral training Branch HOOPLA Meetings.
• Display a professional approach when dealing with customers.
• Develop and service your book of business and schedule a minimum of 20 new appointments per week while continually creating new and assigned lead streams both within and outside of the institution.
• Keep the Financial Services Officer aware of any customer problems and potential situations.
• Identify potential opportunities and cross sell all bank products and/or services to new and existing clients.
• Continually prospect to create new lead streams both within and outside of the institution. Drives financial performance through profitable revenue growth, goal attainment and exceptional customer service. The monthly cross selling goal is to attain at least one referral per month.

Skills

Communication

Interpersonal skills

Data analysis

Travel ability

Bilingual

Organizational skills

Education

Series 6, 7, 63, 65 & Life Insurance License

Job description

Ulster Savings Bank is seeking a results-driven financial sales professional for a hybrid remote position based in Kingston, NY. You will sell and service mutual funds, annuities, fee-based products, stocks, bonds, and life insurance, while maintaining strong client relationships.

The role requires Series 6/7/63/65 and Life Insurance licenses, excellent communication, at least two years of experience, and willingness to travel regionally with a focus on meeting a $250,000 annual commission