Financial Consultant

United Community Financial Corp. Ashland , OH 44805

Posted 2 weeks ago

Generates new business by meeting and/or contacting new and existing customers. This is a commission position.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Meets established goals for sales activity/contacts daily for non deposit investments..

  • Responds to customer inquiries; explains new and existing products and services and resolves customer complaints.

  • Meets established goals for Company operations and service.

  • Pursues extended sales goals, utilizing telephone, referrals and mail.

  • Establishes relationships with customers, local businesses and community organizations to enhance the overall marketing efforts of the retail sales office by representing the Company at civic, social and community functions.

  • Enhances knowledge of all new Bank products and services through education and training on a continuous basis.

  • Maintains communications with customers to determine the satisfaction level with newly opened accounts/services.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

KNOWLEDGE, SKILLS AND ABILITIES

Excellent human relations skills with ability to perform and/or coordinate multifaceted projects in conjunction with day to day activities.

EDUCATION and/or EXPERIENCE

A 4-year college degree in related area and minimum three-years related investment products servicing/sales. Must have excellent verbal and written communication skills. Must have thorough knowledge of Word and Excel.

CERTIFICATES, LICENSES, REGISTRATIONS

NASD series 7 and 63 licenses. Ohio Department of Insurance licenses; Life, Accident and health, Variable Life and Variable Annuity.

EEO/AA/Minorities/Females/Disabled/Veterans


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Financial Consultant

United Community Financial Corp.