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Financial Advisor

4 months ago

Perrysburg, United States FM Bank Full time

SUMMARY Sell investment products including but not limited to stocks, bonds, mutual funds, fixed, indexed, immediate and variable annuities, life insurance, LTC insurance, UITs, ETFs, and REITs. ESSENTIAL DUTIES AND RESPONSIBILITIES

include the following. Other duties may be assigned. Sell investment products and/or services based on customer needs and agreed upon production goals. Provide regular reviews and existing clients’ portfolios. Complete GPM Plan for all managed accounts. Utilize sales training skills to provide outstanding customer service. Generate and maintain a marketing program within designated market area. Attend Office meetings in designated market area to provide training to staff. Cross sell F&M Bank products and services. Complete continuing education to maintain securities and insurance licenses. Complete and satisfactorily pass tests for bank policy and regulations that apply to position 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. EDUCATION and/or EXPERIENCE Bachelor's degree (B. A.) from four-year college or university; and at least four years Investment Management and/or sales experience; or equivalent combination of education and experience. Ability to utilize Microsoft Outlook, Excel, and Word. Ability to utilize software tools provided by broker-dealer. Ability to use internet and websites to provide investment analysis.

LANGUAGE SKILLS Ability to read, analyze, and interpret general business periodicals, professional journals, prospectus, and investment fact sheets. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, percentages, area, and rate of return. Ability to apply concepts of basic algebra.

REASONING ABILITY Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

CERTIFICATES, LICENSES, REGISTRATIONS Series 7, Life & Health Insurance License, Either Series 63 and 65, or 66. Valid driver's license

PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit and use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Ability to use computer for long periods of time and there will be heavy telephone use. This person may also be required to work at other banking centers. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The noise level in the work environment is usually moderate.

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