Associate Financial Representative

2 hours ago


Hattiesburg, Mississippi, United States Hancock Bank Full time
Job Summary

Hancock Bank is seeking a highly motivated and detail-oriented Associate Financial Representative to join our team. As a key member of our financial services team, you will play a critical role in assisting licensed Financial Advisors in meeting and exceeding sales and referral goals.

Key Responsibilities
  • Request and prepare for licensing exams to advance your career as a Financial Advisor
  • Observe experienced Financial Advisors to gain knowledge and skills in assisting clients achieve their financial goals
  • Assist Financial Advisors in training retail associates on increasing referral opportunities
  • Partner with Financial Advisors to support licensed bankers in organizing events and client appreciation activities
  • Attend annual compliance continuing education meetings and complete required continuing education
  • Participate in community affairs to increase company and bank visibility and enhance new business opportunities
  • Routinely travel with assigned region to meet with clients at different Financial Centers and/or client offices
  • Assist in opening accounts, preparing for account reviews, and processing account maintenance
  • Schedule client appointments, meetings with wholesalers, and meetings with licensed bankers
  • Help train and assist licensed bankers to assist clients
  • Help discover investment opportunities for existing and new clients
  • Effectively work with assigned territory team to assist clients, track referrals, and meet revenue goals
  • Provide administrative support for Advisors as needed
Requirements and Qualifications
  • Bachelor's degree in Business, Finance, Accounting, or related field
  • 1 year of related experience in Brokerage/Insurance and/or Banking/Retail
  • Ability to obtain FINRA series 7 and series 66 license within the first year of employment
  • Current possession or ability to obtain a multi-state Life and Health Insurance license within 90 days of employment
  • Ability to interact with individuals of widely divergent lifestyles
Equal Opportunity/Affirmative Action Employer

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