Opportunity Description
Description
This position can sit anywhere with office space in South East MI.
Summary:
The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.Duties & Responsibilities:
+ Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
+ Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
+ Deliver an engaging client experience to effectively take care of our client's financial and service needs.
+ Is proactive with consistent par...
This position can sit anywhere with office space in South East MI.
Summary:
The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.Duties & Responsibilities:
+ Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
+ Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
+ Deliver an engaging client experience to effectively take care of our client's financial and service needs.
+ Is proactive with consistent par...
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