Investment & Insurance Consultant - High Earnings Potential
NBT
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Benefits offered by this job
Job summary
NBT is seeking a licensed financial professional to join our sales team in the United States. The role includes a base rate plus commissions and a substantial earning potential with total annual earnings advertised between $52,000 and $210,000.
The candidate will interview and profile clients to determine investment and insurance needs, recommend suitable products, and refer to branches or the regional market team.
Qualifications
- Bachelor's degree or equivalent education and experience is required.
- Minimum 2-3 years investment and insurance sales experience.
- NASD Series 6 and Life License; Series 7 preferred; license within 90 days if not held.
Responsibilities
- Interview and profile customers to determine investment and insurance needs and refer to branch or team.
- Develop and execute a business plan to meet sales goals and maintain production levels.
- Monitor client investment performance and make recommendations.
- Cultivate relationships with branch staff and discuss sales ideas, referrals and campaigns.
- Perform other duties as assigned.
Skills
Education
Job description
NBT is seeking a licensed financial professional to join our sales team in the United States. The role includes a base rate plus commissions and a substantial earning potential with total annual earnings advertised between $52,000 and $210,000.
The candidate will interview and profile clients to determine investment and insurance needs, recommend suitable products, and refer to branches or the regional market team.
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