Banking Investment Consultant

2 weeks ago


New York, New York, United States Apple Bank Full time
Position Overview

As a key member of our team at Apple Bank, the Financial Consultant plays a vital role in promoting non-deposit investment solutions within our banking environment. This position is designed for a dynamic individual who thrives in a sales-driven atmosphere and is committed to delivering exceptional service to our clients.

Key Responsibilities

  • Achieve or surpass established sales targets.
  • Facilitate branch sales initiatives, including meetings and strategy sessions.
  • Engage in consistent sales activities such as outreach calls and client appointments.
  • Provide training and support to branch staff on investment products.
  • Interact daily with prospective clients to discuss their financial needs.
  • Uphold high standards of customer service while effectively communicating investment strategies.
  • Participate in ongoing training related to sales techniques and product knowledge.
  • Maintain collaborative relationships with branch personnel.
  • Conduct weekly meetings with Branch Managers to discuss performance and strategies.
  • Undertake additional responsibilities as assigned.

Qualifications

  • High school diploma or equivalent required.
  • A minimum of 2 years of experience in financial consulting or sales.
  • Experience in the banking sector is preferred.
  • Possession of a current NYS Life, Accident & Health license is necessary.
  • FINRA Series 7, 63, and either Series 65 or 66 are required.
  • Strong time management and communication skills are essential.
  • Self-starter with the ability to work autonomously.

Apple Bank is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.



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