NBT Bank · 1 day ago
Financial Consultant
Newburgh, NY
Full-time
Onsite
Entry, Mid Level
$52K/yr - $210K/yr
2+ years expNBT Bank is a financial institution dedicated to empowering people to grow and innovate. The Financial Consultant role involves interviewing clients to assess their investment and insurance needs, making product recommendations, and monitoring client investment performance.
BankingFinancial Services
No H1B
Responsibilities
Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team
Develops and executes individual business plan to meet sales goals. Maintains minimum assigned level of production consistent with individual or team goals
Monitors client investment performance and makes appropriate recommendations
Cultivates and fosters proactive relationships with staff of assigned branches with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns
Other duties as required
Qualification
Required
Bachelors Degree or equivalent education and experience
Minimum 2-3 years investment and insurance sales experience required
Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations
Strong communication and PC skills
Unblemished compliance record
Demonstrated team player and high quality service provider
NASD Series 6 and Life License
If not Series 7 licensed, FC will be required to obtain license within 90 days
Preferred
Series 7 preferred
Benefits
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Company
NBT Bank
NBT Bank, N.A. is a financial institution
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Scott Kingsley
EVP & CFO
Amy Hurta
SVP, Director of Operations and Chief Diversity & Inclusion Officer
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