Financial Consultant Associate

Entry level sales position in the Retail Financial Services Division. 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.


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 in...