Financial Consultant Associate

Entry-level sales role in Retail Financial Services focused on assessing customer investment and insurance needs, obtaining securities and insurance licenses, providing referrals, and supporting financial consultants across branches. Responsibilities include interviewing and profiling customers/prospects to determine investment and insurance needs and recommending appropriate products and referrals (50%), providing sales assistance to Financial Consultants (25%), developing and executing individual business plans to meet sales goals (20%), and other duties as assigned (5%). Requires meeting with customers/prospects, licenses within 12 months, and collaboration with branches to discuss sales ideas, referrals, and results. Skills include effective and interpersonal communication, proficiency with Microsoft Office 365, and a solid understanding of financial services operations and product referrals.