Camden Financial Consultants Associate Consultant

Camden National Corporation•Gardiner, ME

68d

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

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