Financial Advisor - Rockville or Gambrills, MD

About the role

To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms.

Responsibilities

• Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
• Conducts local seminars and member engagement events to grow book of business
• Presents investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
• Manages moderate dollar volume and moderate member bases

Requirements

• Proven ability to prospect and grow and established book of business
• Ability to generate GDC based on defined thresholds within a specified period of time
• FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)

Qualifications

• Effective analytical, decision-making, problem-solving and organizational skills
• Effective interpersonal, verbal, and written communications skills
• Effective planning, organizational, time management and problem-solving skills
• Effective skill building relationships through rapport, trust, diplomacy, and tact
• Effective skill exercising initiative and using good judgment to make sound decisions
• Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
• Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
• Experience in business development to include market strategy, product demonstration and promoting products and services
• Experience consulting with customers to assess their financial status and identify investment needs
• Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures

Skills

Effective knowledge of investment and insurance products

Effective knowledge, to interpret industry related laws and government regulations

Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software

Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data

Benefits

Additional Information

• Monday - Friday, 9:00AM - 5:30PM (Hybrid)
• Total Cash Compensation Base Pay Range ($55,000-$75,000)
• + Variable Compensation Pay
• + Annual Incentive

Location

12244 Rockville Pike, Rockville, Maryland 20852
1356-A Main Chapel Way, Gambrills, Maryland 21054

Hours

Monday - Friday, 9:00AM - 5:30PM (Hybrid)

Pay

Total Cash Compensation Base Pay Range ($55,000-$75,000)

Schedule

(Hybrid)