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Financial Consultant

Description

Financial Consultant

Brooklyn, NY & Queens, NY

Job Summary:

The Financial Consultant must be able to successfully sell non-deposit investment products within a bank environment. The Candidate is expected to meet production goals which will be reviewed on a monthly and on-going basis. The position requires a person who is highly motivated and sales driven. Candidate must be service oriented and able to work well with branch employees and bank customers.

 Essential Duties and Responsibilities:

  • Support the Branch Manager by overseeing the efficient operation of the branch, ensuring operational functions are being properly performed by staff in accordance with established policies, procedures and controls of Bank.
  • Meet or exceed sales goals, conduct branch sales meetings, conduct training of branch employees, meet daily with potential customers, establish and maintain high standards of customer service and be able to communicate investment concepts.
  • Attend ongoing sales and product training, maintain active working relationships with branch personnel.

Skills, Education and Experience:

  • High School Diploma or GED required; Bachelor’s degree preferred.
  • Must possess current NYS Life, Accident & Health license, Finra Series 6 or 7, 65, 63.

Additional Skills:

  • Minimum two years sales experience as a financial consultant, banking experience preferred, excellent time management and communication skills required, self-motivated with ability to work independently.

Apple Bank offers Medical/Dental, Vision, 401k and Tuition Reimbursement to full time employees.

We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Requirements

 

Job Snapshot

Location US-NY-New York
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Other
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Company Overview

Apple Bank

From the remnants of the Civil War, a new America emerged. The country was shifting from an agrarian society to one that was more modernized, and various financial reforms compelled the formation of banks throughout the country. While many of those institutions have disappeared into history, Apple Bank continues to stand strong, tracing its roots to the founding bank that was established in 1863 in the Dutch community of Haarlem, New York. In prosperous Haarlem, a group of men committed to serve the financial needs of their neighbors under the auspices of the Haarlem Savings Bank. The Haarlem of that time would be unrecognizable today, with working farms and undeveloped lots dominating the landscape. In April 1863, these men convened at the Rosenbourgh Haarlem Bridge House, a tavern owned by one of the bank’s first trustees, to finalize paperwork that led to the bank opening its doors in June, about a month before the infamous draft riots tore apart the city. Learn More

Contact Information

US-NY-New York

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Snapshot
Apple Bank
Company:
US-NY-New York
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Other
Store Type:

Description

Financial Consultant

Brooklyn, NY & Queens, NY

Job Summary:

The Financial Consultant must be able to successfully sell non-deposit investment products within a bank environment. The Candidate is expected to meet production goals which will be reviewed on a monthly and on-going basis. The position requires a person who is highly motivated and sales driven. Candidate must be service oriented and able to work well with branch employees and bank customers.

 Essential Duties and Responsibilities:

  • Support the Branch Manager by overseeing the efficient operation of the branch, ensuring operational functions are being properly performed by staff in accordance with established policies, procedures and controls of Bank.
  • Meet or exceed sales goals, conduct branch sales meetings, conduct training of branch employees, meet daily with potential customers, establish and maintain high standards of customer service and be able to communicate investment concepts.
  • Attend ongoing sales and product training, maintain active working relationships with branch personnel.

Skills, Education and Experience:

  • High School Diploma or GED required; Bachelor’s degree preferred.
  • Must possess current NYS Life, Accident & Health license, Finra Series 6 or 7, 65, 63.

Additional Skills:

  • Minimum two years sales experience as a financial consultant, banking experience preferred, excellent time management and communication skills required, self-motivated with ability to work independently.

Apple Bank offers Medical/Dental, Vision, 401k and Tuition Reimbursement to full time employees.

We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Requirements

 
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