Investment Solutions Advisor

Apple Bank; Town of Smithtown (NY); On-site; USD 72,000 - 96,000; Full time

Job summary

Apple Bank's ABS Associates of New York, Inc. is seeking a Financial Consultant to promote non-deposit investment products within a banking environment across the Smithtown area.

The role targets consistent achievement of monthly production objectives, with a strong sales and service orientation and collaboration with branch staff and clients. The position requires a NYS Life, Accident & Health license, FINRA Series 7, and Series 63/65/66, along with at least two years of sales experience.

Qualifications

• High school diploma or GED required.
• Minimum of 2 years of sales experience as a financial consultant.
• Banking experience preferred.
• Must possess NYS Life, Accident & Health license, FINRA Series 7, 63, and series 65 or 66.
• Excellent time management and communication skills.
• Self-motivated with ability to work independently.

Responsibilities

• Achieve or surpass established sales targets.
• Lead branch sales meetings, briefings, and motivational sessions.
• Execute continuous and consistent sales-generating activities, including outbound calls and appointment scheduling.
• Provide training programs for all branch employees.
• Engage daily with prospective clients.
• Uphold exemplary customer service standards, with the ability to explain investment concepts clearly and concisely to potential clients.
• Participate in ongoing sales and product training sessions.
• Maintain effective working relationships with branch personnel.
• Hold weekly meetings with Branch Managers across the assigned territory.
• Fulfil additional responsibilities as required.

Skills

Sales experience

Communication skills

Time management

Self-motivated

Education

High school diploma or GED

Tools

NYS Life, Health license

FINRA Series 7

Series 63/65/66

Job description

Apple Bank's ABS Associates of New York, Inc. is seeking a Financial Consultant to promote non-deposit investment products within a banking environment across the Smithtown area.

The role targets consistent achievement of monthly production objectives, with a strong sales and service orientation and collaboration with branch staff and clients. The position requires a NYS Life, Accident & Health license, FINRA Series 7, and Series 63/65/66, along with at least two years of sales experience.