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|Job Category :
||Bank of Clarke County
||Winchester, VA 22601
|Job Description :
Position Purpose: This position is responsible for providing existing and prospective clients with information regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client.
What you’ll do
Determines specific customer needs and ensures that appropriate market transactions are executed. Provides advice to customers on personal investment product purchases.
Maintains a high level of profitable sales which meet or exceed agreed upon goals
Maintains expertise with the current investment product portfolio to ensure optimum marketing potential
Implements various business development efforts, including conducting telemarketing solicitations and sales seminars with the goal of developing relationships and generating leads
Keeps informed of industry product trends and issues; identifies opportunities for improvement and makes recommendations to management
Acts as a resource to licensed Investment Associates
Where you’ll shine
College degree or equivalent experience required.
2-5 years relevant experience.
Certification/License: Series 6, 63, 7, 24, 65 and life insurance licenses required.
Ability to foster and cultivate relationships with prospective and existing customers.
Excellent presentation skills to enhance the organization’s image to prospective customers.
Ability to communicate effectively and clearly to a broad range of existing and potential customers.
Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments.
Innovation and flexibility are essential to meet the demands of an ever-changing market.
Excellent analytical skills are needed to recommend the appropriate products and services to customers.
Ability to work with a team and share knowledge and skills.
Ability to conduct business in a highly ethical manner which keeps in line with regulatory requirements.
Where we shine
Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off
Supporting associates and their families; we embrace the importance of caring for oneself and our families
Surrounding ourselves with smart, driven, and diverse individuals
Valuing integrity, commitment in regard to our daily duties, and the Bank as a whole
Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees value
Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future economy and business value
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