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Financial Consultant

Job Description
POSTION OBJECTIVES
Provide sound financial advice to customers by evaluating their financial condition, needs and future goals. Must keep abreast of procedures and maintains a current knowledge of products and services offered. Must meet sales goals as established by management
RESPONSIBILITIES
Develop sales leads through prospecting and branch interaction.
Coach and mentor branch staff on sales techniques
Profile customers and prospects and assess their financial needs
Make suitable recommendations
Expand customer relationships
Cross sell bank products
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Requirements
Bachelors degree or equivalent experience
FINRA Series 7 and 63, State Insurance License, Series 65 / 66 desirable
Must be able to adapt to working in multiple locations
Must be a self starter

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