Financial Services Representative
24 hours ago
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- Assist Financial Advisors in preparing for licensing exams and observing experienced Financial Advisors to gain knowledge about assisting clients to achieve their financial goals.
- Partner with Financial Advisors to assist and support licensed bankers by organizing call parties, client appreciation days, and other events.
- Attend annual compliance continuing education meeting held by Hancock Whitney Investment Services and successfully complete required continuing education in compliance with both insurance and securities regulations.
- Participate in community affairs to increase company and bank's visibility and to enhance new business opportunities.
- Routinely travel with assigned region to meet with clients at different Financial Centers and/or client's office or other location as requested by the client.
- Assist in opening accounts, preparing for account reviews, processing account maintenance, and scheduling client appointments, meetings with wholesalers, and meetings with licensed bankers.
- Help train and assist licensed bankers to assist clients and help discover investment opportunities for existing and new clients.
- Effectively work with assigned territory team of licensed bankers and Financial Center managers to assist clients, track referrals, follow up with all pending business/referrals, and meet revenue goals for branches as well as monthly/annual goal for Advisors.
- Provide administrative support for Advisors as needed.
- Bachelor's degree preferably in Business, Finance, Accounting, or related field.
- 1 year of related experience preferably in Brokerage/Insurance and/or Banking/Retail.
- Must be able to obtain FINRA series 7 and series 66 license within the first year of employment.
- Must currently possess or be able to obtain a multi-state Life and Health Insurance license within 90 days of employment.
- Ability to interact with individuals of widely divergent lifestyles required.
Hancock Bank is an Equal Opportunity/Affirmative Action Employer.
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