Camden Financial Consultants Associate Consultant

Camden National Corporation•North Conway, NH

64d

About The Position

Camden Financial Consultants, a leading provider of investments, insurance, and financial planning, is seeking an individual with a proven track record of successful financial sales to join the CFC sales team. The qualified candidate will be a proven financial sales professional with a remarkable track record of business development and a high degree of integrity. A Series 7 and 63 license and the New Hampshire State Life and Health license are required and it is preferred to have them at the time of application. However, candidates who have the ability to obtain these licenses, will be considered. Camden Financial Consultants will cover the cost of all required exams and testing fees. The essential functions are noted below; however, at Camden National, responsibilities may evolve over time given organization, technological, and/or staffing changes. At any point, other duties may be assigned.

Requirements

Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience
The successful candidate will have five to seven years of financial sales experience, and command a thorough knowledge of financial management, investments, and retirement plans required for retirement plan group
This position also requires outstanding sales skills, together with a proven history of profitably attracting new clients; excellent written and verbal communication skills including top-notch public speaking expertise
Strong computer skills are essential
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to write reports, business correspondence, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
NASD Series 7 and 63 licenses are required, along with a State of New Hampshire Life and Health license
The employee is frequently required to sit and talk or hear
The employee must occasionally lift and/or move up to 25 pounds

Responsibilities

Sell investment management and other Company products and services to prospects in a designated region under an assigned sales goal, with an increasing emphasis on developing outside referral sources
Develop new investment management and financial planning business through internal referrals and actively developing and following up on outside referral sources
Make prospect visits, develop knowledge of prospect financial situations, propose solutions and close sales
Provide information to answer questions involving estate, tax and retirement planning based on extensive personal knowledge of financial advisory, portfolio management, retirement plan, tax and other areas
Maintain network of inside and outside referral sources for new business. Ensure work is in compliance with applicable laws, regulations and guidelines, as detailed in policies located on Company intranet; policies include, but are not limited; to Fair Lending, Know Your Customer, Bank Secrecy Act and other applicable anti-money-laundering policies

Benefits

Robust medical, dental, and vision insurance packages
Generous time off, including paid federal holidays and paid day off for your birthday
401(k) retirement savings plan
Tuition reimbursement, professional development, and career growth opportunities
Employee assistance program
Comprehensive wellness program

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