Current jobs related to Investment Consultant - Swanton, Ohio - Farmers and Merchants State Bank

POSITION OVERVIEW

As a key member of our team, you will be responsible for marketing and selling a diverse range of investment products, including but not limited to stocks, bonds, mutual funds, fixed and variable annuities, life insurance, long-term care insurance, unit investment trusts, exchange-traded funds, and real estate investment trusts.

PRIMARY RESPONSIBILITIES include, but are not limited to:

• Identifying and selling investment solutions tailored to meet client needs and established production targets.
• Conducting regular assessments and reviews of existing client portfolios.
• Completing the GPM Plan for all managed accounts to ensure optimal performance.
• Applying sales training techniques to deliver exceptional customer service.
• Developing and executing a marketing strategy within the assigned market area.
• Participating in office meetings to provide training and support to team members.
• Cross-promoting Farmers and Merchants State Bank products and services.
• Engaging in ongoing education to uphold securities and insurance licenses.
• Successfully completing and passing assessments related to bank policies and regulations relevant to the role.

SUPERVISORY DUTIES

This position does not entail supervisory responsibilities.

KEY PERFORMANCE INDICATORS:

To excel in this role, candidates should exhibit the following competencies:

Sales Acumen:

Demonstrates a comprehensive understanding of the Bank's offerings and effectively aligns products and services with customer needs, fostering strong client relationships consistent with the Bank's Sales Culture.

Motivation and Drive:

Exhibits a proactive and supportive attitude towards clients, recognizing their significance to Farmers and Merchants State Bank and understanding the impact of their role on customer satisfaction; maintains positive interactions and presents a professional image.

Communication Proficiency:

Written: Produces clear and concise documentation with minimal need for revisions. Oral: Communicates effectively, ensuring clarity and comprehension; adheres to the Bank's communication standards; fosters an environment conducive to open dialogue; addresses issues constructively; conveys confidence and expertise in discussions with clients. Listening: Remains attentive and accurately relays information to relevant parties; welcomes constructive feedback.

Job Expertise:

Possesses the technical knowledge necessary to fulfill job responsibilities, applies this knowledge practically, and stays informed about industry developments and best practices.

Problem-Solving Skills:

Capable of identifying issues, gathering data, establishing facts, and drawing valid conclusions; utilizes organizational knowledge to access valuable resources.

Attention to Detail:

Performs tasks meticulously, ensuring accuracy and adherence to specific guidelines; maintains high-quality work standards and compliance with expectations.

Ethical Standards:

Exhibits trustworthiness, professionalism, confidentiality, and integrity in all interactions with clients and colleagues.

QUALIFICATIONS

To be successful in this role, candidates must meet the following qualifications:

EDUCATION and EXPERIENCE

A Bachelor’s degree from an accredited institution, coupled with a minimum of four years of experience in Investment Management and/or sales, or an equivalent combination of education and experience. Proficiency in Microsoft Outlook, Excel, and Word is required, along with the ability to utilize broker-dealer software tools and online resources for investment analysis.

LANGUAGE ABILITY

Ability to read, analyze, and interpret business literature, professional journals, and investment documentation. Capable of writing reports, business correspondence, and procedural manuals. Proficient in presenting information and addressing inquiries from various stakeholders.

MATH SKILLS

Ability to perform calculations involving discounts, interest, commissions, percentages, and rates of return; capable of applying basic algebraic concepts.

REASONING ABILITY

Ability to identify problems, collect relevant data, establish facts, and draw logical conclusions; adept at interpreting technical instructions in various formats.

CERTIFICATIONS AND LICENSES

Must possess Series 7 and Life & Health Insurance Licenses, along with either Series 63 and 65 or 66. A valid driver's license is also required.

PHYSICAL REQUIREMENTS

The physical demands of this role include regular communication, frequent use of hands for tasks, occasional standing and walking, and the ability to lift up to 10 pounds. Specific vision capabilities required include close vision, distance vision, and the ability to adjust focus. Prolonged computer use and significant telephone communication are expected.

WORK ENVIRONMENT

The work environment is typically moderate in noise level.

ADDITIONAL REQUIREMENTS:

• Availability to work Monday through Saturday, with flexibility for additional hours as necessary to meet client needs.
• Willingness to work on holidays with compensatory time off provided.
• Professional appearance and demeanor are essential.
• Ability to work independently as well as collaboratively within a team environment.

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