Investment Sales Professional

4 weeks ago


Honolulu, Hawaii, United States Central Pacific Bank Full time
Job Summary

We are seeking a highly skilled Investment Sales Executive to join our team at Central Pacific Bank. As a key member of our financial services team, you will be responsible for providing expert investment and life insurance advice to our clients, cultivating new business relationships, and driving revenue growth.

Key Responsibilities
  • Provide comprehensive financial planning and investment advice to clients, including insurance and fee-based platforms.
  • Cultivate new business relationships and referrals from existing clients and external centers of influence.
  • Partner with wealth management, commercial, and small business markets to develop new business opportunities.
  • Stay up-to-date with industry developments, regulatory requirements, and bank policies to ensure compliance and excellence in service delivery.
Requirements
  • 10+ years of experience as a Wealth Advisor in the sales and delivery of financial planning, personal investment, and insurance products.
  • Previous work experience in a financial institution preferred.
  • State of Hawaii Life, Health, and Disability Insurance license.
  • Producer (Agent Preferred) License.
  • Fully Licensed in FINRA, including Series 7, 63, 65, or 66.
Working Conditions
  • Must be able to move and transport items up to 20lbs and perform other light physical work.
  • Must be able to operate standard office equipment, including phone, personal computer, copier, etc.
  • Must be able to communicate and exchange clear and accurate information so that internal and external customers will understand.
  • Must be able to actively engage in work-related discussions and interactions.
  • Must be able to read and comprehend bank and business-related documents.

We are an equal opportunity employer and maintain a drug-free workplace. We perform pre-employment substance abuse testing.



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