Financial Advisor - Centralized, Concord, NH

Banco Santander • Concord, NH

18h • Onsite

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. This role involves achieving and exceeding individual and branch related sales and revenue goals quarterly, and maintaining compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products, including Santander Policy Statement governing the sale of uninsured products. When appropriate, the advisor will provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans. The advisor is expected to actively participate in sales meetings, training initiatives, and planning sessions, and to develop and execute quarterly business development plans for marketing and promotion of investment products and services. Additionally, the role requires maintaining records, mastering operational procedures, providing sales and activity reports, creating strong internal and external relationships for referral sources, and maintaining professional training and license requirements. The advisor will also provide active mentoring and coaching to Licensed Bank Employees (LBEs) and hold frequent client appointments, seminars, and branch training sessions to secure long-term client relationships and provide sales leadership.

Requirements

• Bachelor's Degree or equivalent work experience: 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
• Motivating, developing, and directing people as they work, identifying the best people for the job
• Strong relationship management and negotiation skills via a phone channel
• Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
• Attention to detail, being careful about detail and thorough in completing work tasks
• Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job
• Demonstrated proficiency with Microsoft Office applications
• NASD licenses: FINRA Series 7, Series 66 (or 63 & 65)
• Appropriate state insurance licenses

Nice To Haves

• Master's Degree: Finance, Economics, Management Information Systems, Statistics or equivalent field
• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
• Experience in Microsoft Office products.

Responsibilities

• Identify needs, understand client objectives, and make 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.
• 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 including Santander Policy Statement governing the sale of uninsured products.
• When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans.
• 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 in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services.
• Maintain records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner.
• Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives.
• Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations.
• Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory.
• Hold frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products.

Benefits

• A fair and competitive rewards package that reflects the impact you create and the value you deliver.
• Benefits designed to support you, your family and your well-being, now and into the future.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees