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Financial Services Specialist

2 months ago

Washington, Washington, D.C., United States PNC Financial Services Group Full time

Job Summary

PNC Financial Services Group is seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for providing exceptional client service and support to our customers.

Key Responsibilities

  • Consult with clients to understand their financial needs and goals.
  • Develop and implement personalized financial plans to help clients achieve their objectives.
  • Grow and maintain a book of business by identifying and pursuing new sales opportunities.
  • Collaborate with internal partners to provide comprehensive financial solutions to clients.

Requirements

  • FINRA Series 7 and 66 (or 63,65) licenses required.
  • Life and Health Insurance licenses required.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.

About PNC

PNC is a leading financial services company that provides a comprehensive range of banking, investment, and insurance products and services to individuals, businesses, and institutions. We are committed to delivering exceptional customer service and building long-term relationships with our clients.