About This Role
The Financial Advisor works with the retail branch banking system in a defined territory to provide comprehensive investment and insurance solutions for United Bank customers. This role also focuses on business development, making incremental sales, and offering ongoing financial solutions to potential new clients and existing United Brokerage customers.
Responsibilities
- Interface with and train branch employees to develop a referral pipeline of qualified prospects to ensure bank and employee referral goal attainment
- Meet with referred customers in a bank setting or customers’ homes or offices as requested
- Collect and analyze customer data such as income, assets, investment, and/or debts to determine appropriate financial products that best meet the customer’s needs and financial circumstances
- Provide guidance to customers regarding the advantages and disadvantages of different financial products
- Close sufficient volume from bank branch referrals and outside relationships to attain gross revenue production expectation
- Responsible for marketing, servicing, and promoting the Bank’s financial products to obtain new business
- Identify and refer specific qualified clients to the affiliated Wealth Management Group
- Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners
- Perform ongoing self-education to remain product/solution fluent and maintain licensing capability
- Prepare reports and present as appropriate
Requirements
- Series 7, Series 66, Life and Health licenses required
- Proficiency in Microsoft Office products
- Prior sales experience in a bank environment is preferred
- Excellent verbal and written communication skills
- Ability to travel daily to generate business and/or meet with clients within a given territory is required
- High School diploma or equivalent required
- College degree and advanced designations preferred
Benefits
- Access to a list of benefits for which this position is eligible
Important Details
- This document describes the position currently; it is not an employment contract
About the Company
At United, the company's strength is its people, and it is committed to nurturing a culture that is reflective of the communities it serves, promotes respect and a shared purpose, and aligns with its core values.
