Financial Consultant Associate

About the role

Incumbents will be charged with obtaining the various licenses required for this position as well as learning operations standards and sales techniques necessary for success as a Financial Consultant. Will be required to meet with customers and prospects to determine investments and insurance needs, recommends appropriate products, and makes appropriate referrals to business partners. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results.

Responsibilities

• 50% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market teams. Monitors client investment performance and makes appropriate recommendations.
• 25% Provide sales assistance to Financial Consultants
• 20% Develops and executes individual business plans to meet sales goals. Maintains minimum assigned level of production consistent with individual or team goals.
• 5% Other duties as assigned.

Physical Requirements

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Moves objects to maximum 10 lbs

Education and Experience

Education and Experience: Bachelor degree in related financial services field or equivalent education and experience

Skills and Abilities

• Knowledge of general business practices
• Effective communication skills
• Effective interpersonal skills
• Proficient in Microsoft Office 365

Unique Job Characteristics and Requirements

Ability to obtain Series 7, 63 registration and Life & Health Insurance Licenses within 12 months of assuming job responsibilities.

Benefits

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
• Parental Leave: Six weeks of paid leave at 100% of your salary.
• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage: Ensuring your overall health and well-being.
• Flexible Spending Accounts: For healthcare and dependent care expenses.
• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
• Voluntary Benefits: Including hospital, accident, and critical illness coverage.
• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

Business Stability

• We have built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk.
• We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.