Financial Services Professional

3 weeks ago


Greenville, South Carolina, United States First Bank Full time
About the Role

We are seeking a highly skilled and experienced Financial Services Professional to join our team at First Bank.

Salary: $80,000 - $120,000 per year, depending on experience.

Job Description

The successful candidate will be responsible for generating revenue by selling non-FDIC insured products and services to First Bank customers and prospects.

  • Key Responsibilities:
  • Create strong relationships with retail branch employees through training and mentoring.
  • Maintain series 7, 63, and 65 or 7 and 66 licenses, as well as state life, accident, and health insurance licenses.
  • Meet annual production goals and expectations set by program management.
  • Provide support for licensed branch employees and direct marketing efforts.
  • Track and report referrals and sales, adhering to regulatory guidelines and company policies.


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