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Financial Services Representative
2 months ago
Ulster Savings Bank is seeking a highly skilled Licensed Financial Representative to join our Financial Services Department. As a key member of our team, you will be responsible for selling and servicing mutual funds, annuities, fee-based investments, stocks, bonds, and life insurance products. Your expertise will help customers achieve their financial goals, and your exceptional communication skills will ensure a seamless customer experience.
Key Responsibilities- Conduct thorough financial needs analyses to identify suitable products and services for customers.
- Develop and maintain strong relationships with customers, providing personalized advice and guidance on financial matters.
- Meet or exceed annual gross commission targets, while consistently delivering exceptional customer service.
- Stay up-to-date with industry trends and product offerings to provide informed advice to customers.
- Collaborate with branch personnel to promote financial products and services, and identify opportunities for cross-selling.
- Series 6/7, 63, 65, and Life Insurance Licenses.
- Minimum of 2 years of banking experience.
- Excellent written and verbal communication skills.
- Strong analytical and problem-solving skills.
- Ability to work independently and as part of a team.
Ulster Savings Bank offers a competitive compensation package, including a base salary, commissions, and benefits. We also provide ongoing training and development opportunities to help you succeed in your role.
