Financial Consultant Associate

NBT Bancorp•Norwich, NY

3d•Onsite

About The Position

Entry level sales position in the Retail Financial Services Division. Incumbents will be charged with obtaining the various licenses required for this position as well as learning operations standards and sales techniques necessary for success as a Financial Consultant. Will be required to meet with customers and prospects to determine investments and insurance needs, recommends appropriate products, and makes appropriate referrals to business partners. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results.

Requirements

Bachelor degree in related financial services field or equivalent education and experience
Knowledge of general business practices
Effective communication skills
Effective interpersonal skills
Proficient in Microsoft Office 365
Ability to obtain Series 7, 63registration and Life & Health Insurance Licenses within 12months of assuming job responsibilities.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.

Responsibilities

Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market teams.
Monitors client investment performance and makes appropriate recommendations.
Provide sales assistance to Financial Consultants
Develops and executes individual business plans to meet sales goals.
Maintains minimum assigned level of production consistent with individual or team goals.
Other duties as assigned.

Benefits

Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
Parental Leave : Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage : Ensuring your overall health and well-being.
Flexible Spending Accounts : For healthcare and dependent care expenses.
Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits : Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance : Supporting your growing family.
Tuition Reimbursement : Invest in your education and career growth.
Employee Assistance Program (EAP) : Access to support and resources.
Pet Insurance : For all your furry friends.
Financial and Banking Services : Various banking services benefits and financial planning assistance.
Paid Sick and Safe Leave : For your health and safety.