Retail Financial Advisor

24 hours ago

Custer, Michigan, United States Univest Financial Corporation Full time
Responsibilities and Requirements

This role requires a high school diploma or equivalent, strong written/verbal/organizational skills, and previous experience in retail sales or telemarketing with proven sales results.

You will be responsible for developing knowledge and understanding of Univest Products and Services, leveraging bank promotions, adhering to outlined sales flow, and learning daily operational procedures.

In addition, you will actively participate in branch activities, development, and training programs, complete notary training if designated, and maintain compliance with laws and regulations that apply to the position.

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