Camden Financial Consultants Associate Consultant

Camden National Bank • Brunswick, ME

67d

About The Position

Camden National Bank is seeking an entry level candidate to license, train and grow as a member of their team. Working under the leadership and direction of one-two licensed Consultants, the Junior Consultant will gain experience and knowledge, while working with a small portfolio of accounts to achieve sales goals.

Requirements

• Bachelor's degree (B. A.) from four-year college or university
• 1 -6 months related experience and/or training; or equivalent combination of education and experience
• Must prepare for and pass FINRA SIE Security Industry Essentials, series 7 and 66 licenses, and Maine state insurance license
• Top-notch public speaking skills
• Strong computer navigation and keyboarding skills

Nice To Haves

• Prior sales and/or business development
• Eagerness to learn about financial sales and service, financial management, investments, and retirement plans

Responsibilities

• Service, maintain and cultivate client relationships
• Work under a Consultant to 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
• Partner with Consultants to conduct prospect visits, develop knowledge of prospect financial situations, propose solutions and close sales
• Establish and grow a network of inside and outside referral sources for new business
• Ensure work is in compliance with applicable laws, regulations and guidelines

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level