Financial Services Professional
1 week ago
Position Overview
PNC Investments is seeking a highly skilled and motivated Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing exceptional client service and developing long-term relationships with our clients.
Key Responsibilities
- Consult on investment and insurance strategies to help clients achieve their financial goals.
- Develop and implement comprehensive financial plans tailored to each client's unique needs and objectives.
- Grow and retain a book of business by identifying and pursuing new business opportunities.
- Collaborate with internal business partners to deliver exceptional client experiences.
Requirements
- FINRA Series 7 and 66 (or 63,65) licenses required.
- Life and Health Insurance licenses required.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet sales targets.
About PNC
PNC Investments is a leading provider of investment and insurance services. We are committed to delivering exceptional client experiences and helping our clients achieve their financial goals.
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