Job Description
The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers.
An additional business development emphasis on making incremental sales and offer ongoing financial solutions to potential new clients and existing United Brokerage customers
RESPONSIBILITIES :
- Interface with / train branch employees in an effort to develop a referral pipeline of qualified prospects to ensure bank and employee referral goal attainment.
- Meet with referred customers in bank setting or customers’ homes or offices as requested
- Collect and analyze customer data such as income, assets, investment and / or debts to determine appropriate financial products best meets the customer’s needs and financial circumstances
- Provide guidance to customers regarding the advantages and disadvantages of different financial products
- Close sufficient volume from bank branch referrals and outside relationships to attain gross revenue production expectation
- Responsible for marketing, servicing and promoting the Bank’s financial products in order to obtain new business
- Identify and refer specific qualified clients to affiliated Wealth Management Group
- Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners
- Perform on-going self-education to remain product / solution fluent and maintain licensing capability.
- Prepare reports and present as appropriate
Qualifications
- Series 7, Series 66, Life and Health licenses required
- Proficiency in Microsoft Office products
- Prior Sales experience in a bank environment is preferred
- Excellent verbal and written communication skills
- Ability to travel daily to generate business and / or meet with clients within given territory is required
- High School diploma or equivalent required
- College degree and advanced designations preferred
KEY COMPETENCIES :
- Sales and results driven
- Relationship building
- Account Management
- Integrity
- Ethical
ESSENTIAL FUNCTIONS :
- Sitting or standing for extended periods of time
- Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
- Ability to converse and exchange information with customers and all levels of staff within organization.
- Ability to observe, perceive, identify, and translate data
- Ability to travel via train, bus, automobile, or airplane
This document describes the position currently. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time.
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