Financial Advisor | Macon, GA

Principal Duties And Responsibilities

• Secures a sale. Works directly with Sales Manager to develop sales strategies and activities with the expectation of exceeding production sales goals.
• Develop outside the bank referral sources with existing clients, CPAs, attorneys, bank associates and other related sources of investment business. This often requires outside business development calls.
• Must be available to meet with clients and/or potential clients in person, in/out the office. Requires early morning and/or late evening meetings with clients, based on their availability.
• Meet with client in the office, business premises, or home. Conduct in-depth reviews of client’ financial circumstances, current provision and future aims.
• Analyze data and recommend investment options and advise of potential risks.
• Conducts risks analysis; researches the marketplace and recommends the appropriate products and services, ensuring clients are aware of and understand products that best meet their needs, and then securing a sale.
• Cross refers bank products and use financial planning tools.
• Attend Sales meetings, as determined by Sales Manager, to discuss products being offered as well as industry updates, tax implications and industry compliance matters. Additionally, new sales techniques will be introduced at these meetings for future implementation.

Knowledge, Skills And Abilities (KSAs)

• Proficiency in Word and Excel.
• Excellent communication, interpersonal and listening skills.
• Ability to network and establish relationships with clients and referral sources.
• Negotiating and influencing skills, as well as determination and tenacity.
• A target-driven mindset.
• Flexible approach to work.
• Decision-making skills.
• Demonstrable sales skills.
• High degree of personal integrity, discretion, and an ethical and professional approach to work.
• Must adhere to Bank's Motor Vehicle Guidelines.

Required Education and Experience

• The following KSAs are usually acquired through post high school education with specialized business training course(s) and two to five years related experience:

Professional Licenses/Education

• FINRA licenses Series 7 and 66 are required to sell regulated investment products.
• Insurance licenses are also required.
• Associate or Bachelor’s degree in business or finance from an accredited college required.
• Relevant experience may substitute for the education.

Working Conditions

• Professional atmosphere.
• Office environment with frequent travel to assigned offices.
• Driving as required by position.

Associated Benefits

• Medical, Dental and Vision
• Lifetime Insurance
• 401(k) with Matching
• Flexible Spending Accounts
• Tuition Assistance
• Stock Purchase
• Discounts on Products and Services

EEO/Protected Veterans/Disabled/Drug Free