Investment Consultant

Job Summary: We are seeking a highly skilled Investment Consultant to join our team at North Shore Bank FSB. As an Investment Consultant, you will provide sales and consultation services for mutual funds, variable annuities, securities, and other investment vehicles to our customers. You will also provide training and sales support to our branch representatives.

Key Responsibilities:

• Provide sales and consultation services for mutual funds, variable annuities, securities, and other investment vehicles to customers.
• Provide training and sales support to branch representatives.
• Arrange, coordinate, and conduct ongoing training sessions for branch employees.
• Contacts assigned branch offices on a regular basis to report sales, sales interviews, service interviews, and to exchange pertinent information.

Requirements:

• High school diploma or equivalent required; bachelor's degree in business-related field preferred.
• At least five years of related sales experience.
• Series 7, Series 63, and insurance licenses (Wisconsin life, annuity, and LTC) required.
• Exemplary sales skills and effective interpersonal skills, including ability to conduct effective group presentations.
• Ability to prioritize multiple tasks and responsibilities.

About Us: North Shore Bank FSB is a mutual company dedicated to helping families thrive, businesses grow, and communities flourish. We offer a work culture that has been recognized as a Top Workplace twelve times by the Milwaukee Journal Sentinel.