NBT Bank Plattsburgh , NY 12903
Posted 2 weeks ago
This job includes a base rate plus commissions. Total Potential Annual Earnings: $52,000 - $520,000
Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus on retention and replication of their best clients and makes appropriate referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations.
Education and Experience:
Bachelors Degree or equivalent education and experience
Minimum 3 years investment and insurance sales experience required
Skills and Abilities:
Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations
Strong communication and PC skills
No significant compliance issues
Has developed a process for client segmentation
Demonstrated team player and high quality service provider
Advanced knowledge of all broker dealer advisory platforms
Unique Job Characteristics and Requirements:
FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA)
Tasks Performed:
Physical Requirements:
Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
NBT Bank