Financial Advisor - Centralized, Peabody, MA

Santander Bank • Peabody, MA

119d • $56,250 - $102,500

About The Position

The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of lead generation sources. The role involves achieving and exceeding both individual and branch related sales and revenue goals as defined on a quarterly basis, maintaining compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products, and providing leads to branch personnel for the sale of other bank products and services. The advisor will also attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program, develop and execute quarterly business development plans, maintain records and provide sales and activity reports, create strong internal and external relationships, maintain required professional training and license requirements, provide active mentoring and coaching to Licensed Bank Employees, and hold frequent client appointments, seminars, and branch training sessions.

Requirements

• Bachelor's Degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics or equivalent field.
• 5+ Years Experience providing investment guidance and advice to clients.
• 5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards.
• Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
• Superior knowledge of financial analysis, risk evaluation, loan documentation.
• Strong relationship management and negotiation skills via a phone channel.
• Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions.
• Attention to detail and thoroughness in completing work tasks.
• Strong social orientation, preferring to work with others rather than alone.
• Demonstrated proficiency with Microsoft Office applications.
• NASD licenses 6, 63, 7, 65 or 66.
• Appropriate state insurance licenses.

Nice To Haves

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

Responsibilities

• Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis.
• Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products.
• Provide leads to branch personnel for the sale of other bank products and services.
• Attend and actively participate in sales meetings, training initiatives, and planning sessions.
• Develop and execute quarterly business development plans.
• Maintain records, master operational procedures, and provide sales and activity reports.
• Create strong internal and external relationships to develop referral sources.
• Maintain required professional training and license requirements.
• Provide active mentoring and coaching to all Licensed Bank Employees.
• Hold frequent client appointments, seminars, and branch training sessions.

Benefits

• Base Pay Range Minimum: $56,250.00 USD
• Base Pay Range Maximum: $102,500.00 USD

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree