Financial Services Professional

1 day ago

Miami FL USA, United States PNC Financial Services Group Full time
Job Summary

PNC Financial Services Group is seeking a highly skilled Financial Services Professional to join our team. As an Investment and Insurance Advisor, you will be responsible for consulting with clients on investment and insurance strategies, as well as developing financial plans to help them achieve their goals. You will also be responsible for growing and retaining an investment and insurance book of business, and owning the client experience by efficiently handling sales and service, identifying sales opportunities, and making referrals to internal business partners as appropriate.

Key Responsibilities
  • Consult with clients on investment and insurance strategies, and develop financial plans to help them achieve their goals.
  • Grow and retain an investment and insurance book of business.
  • Own the client experience by efficiently handling sales and service, identifying sales opportunities, and making referrals to internal business partners as appropriate.
  • Develop and implement investment and insurance strategies for clients, and determine the best products to support such strategies.
  • Present sound financial recommendations and guidance to clients, and establish individual financial plans based on client financial needs and objectives.
  • Monitor financial plans and recommend changes as needed, and actively and regularly coach and educate branch staff and internal business partners to identify investment opportunities.
  • Drive investment education and visibility among branch staff, and lead the branch team on actions to achieve investment results.
  • Regularly meet with branch manager and other internal business partners to communicate and review business results and pipeline management, and meet service level agreements on lead and referral follow up.

Requirements

To be successful in this role, you will need to have a strong understanding of investment and insurance products, as well as excellent communication and interpersonal skills. You will also need to be able to work effectively in a team environment, and be able to adapt to changing priorities and deadlines. Additionally, you will need to have a strong understanding of PNC's values and culture, and be able to demonstrate a commitment to delivering exceptional customer service.

What We Offer

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full-time and part-time employees, visit > New to PNC.

*For more information, please click on the following links:

Time Away from Work

PNC Full-Time Benefits Summary

PNC Part-Time Benefits Summary

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