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Greenfield Savings Bank · 13 hours ago

VP & Financial Advisor

Greenfield GR, Greenfield, MA, US

Full-time

Onsite

Mid Level

$89K/yr - $126K/yr

3+ years exp

Greenfield Savings Bank is seeking a Vice President & Financial Advisor to manage the day-to-day operations of investment and insurance products and services. The role involves meeting with clients to assess their financial needs, ensuring compliance with regulations, and developing business opportunities.

BankingFinancial Services

Responsibilities

Accepts and conforms to the terms of the employment agreement(s) executed between the employee and the Bank including a mutual employment agreement executed between the employee, the Bank, Osaic, Inc

Identifies and solicits business from potential clients through personal contacts and referrals

Meets with clients to determine financial and/or insurance needs. Provide advice regarding taxes, estate planning and benefit programs

Responsible for maintaining on-going knowledge of current market conditions, new products, services and tax law changes within the financial services industry

Ensures that the Oasic offices, marketing materials, client files, seminar materials and new accounts are compliant with all state and federal laws and regulatory requirements and guidelines

Ensures adherence to all policies, procedures and requirements of the Bank and Osaic

Conducts training of Bank personnel to enhance the success of the Bank’s investment referral process

Works with senior management to develop and implement goals and objectives as set forth in the Bank’s annual business plan

Learn and become proficient with the Trust Accounting system and all technology utilized in the Trust department

Meet/confer with lawyers, accountants and other professionals representing current and potential customers

Develop a customer prospect list from new and existing clients to meet with in order to educate prospects on Wealth Management and Investments & Insurance products and services

Research organizations and individuals using various methods, including online social media, to identify new leads and potential new markets

Actively call on existing and prospective customers to develop and expand Greenfield Savings Bank’s relationships

Obtain and develop senior level quality referral sources and contacts from business interactions

Make presentations on solutions and services that meet or predict the customers’ future needs and achieve further penetration of the overall relationship with business owners and their employees

Meet business development goals

Represent the Bank by participating in community affairs, clubs and organizations to assess the needs of the community, enhance the Bank’s visibility and increase new business opportunities

Perform other similar duties as required or requested by supervisor

Qualification

Investment services knowledgeInsurance products knowledgeSales performance track recordSeries 7 licenseSeries 63/6566 licenseLifeAccidentHealth LicenseInterpersonal skillsCFP designationFour-year college degreeMotivational skills

Required

Track record of successful sales/service performance in the investment services business

Extensive knowledge of investment and insurance products and services and their application and appropriateness to individual customer needs and goals

Ability to motivate people and communicate effectively through excellent interpersonal skills

Possess a four-year college degree or comparable work experience and 3-8 years of experience in the sale of investment and insurance products

Possess a current Series 7, Series 63/65 or 66, Life, Accident and Health Insurance License

Able to travel freely around Western Massachusetts without restriction