Financial Consultant

About the role

Long Island (Smithtown, Ronkonkoma, East Setauket) – The Financial Consultant is tasked with the sale of non-deposit investment products within a banking environment for ABS Associates of New York, Inc., the wealth management division of Apple Bank. The ideal candidate will consistently achieve monthly and ongoing production objectives. This role requires a highly motivated individual who demonstrates strong sales and service orientation, as well as the ability to collaborate effectively with both branch personnel and bank clients.

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.

Requirements

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

Pay

Salary Range: $72,000 - $96,000