Investment & Insurance Advisor

NBT Bancorp Inc.; United States; On-site; USD 52,000 - 210,000; Full time

Job summary

NBT Bancorp Inc. seeks candidates for a sales position focused on investment and insurance solutions. Responsibilities include customer profiling, developing business plans, and monitoring investment performance. Ideal candidates will have a Bachelor's Degree and 2-3 years of relevant experience, along with required licenses.

The base salary is supplemented by commissions, with total annual earnings potentially ranging from $52,000 to $210,000. NBT encourages a diverse workforce and provides equal opportunity.

Qualifications

• Minimum 2-3 years of investment and insurance sales experience.
• Thorough knowledge of investment and insurance products and applicable regulations.
• Unblemished compliance record required.

Responsibilities

• Interview and profile customers to recommend products.
• Develop and execute a business plan to meet sales goals.
• Monitor client investment performance and make recommendations.
• Foster relationships with branch staff.
• Other duties as required.

Skills

Investment and insurance sales experience

Strong communication skills

PC skills

Education

Bachelor's Degree

Tools

NASD Series 6 License

Series 7 License

Job description

NBT Bancorp Inc. seeks candidates for a sales position focused on investment and insurance solutions. Responsibilities include customer profiling, developing business plans, and monitoring investment performance. Ideal candidates will have a Bachelor's Degree and 2-3 years of relevant experience, along with required licenses.

The base salary is supplemented by commissions, with total annual earnings potentially ranging from $52,000 to $210,000. NBT encourages a diverse workforce and provides equal opportunity.