Financial Consultant - Westchester/The Bronx

$72,000 - $96,000/Yr

Apple Bank For Savings - West Bronx, NY

Full-time - Mid Level

West Bronx, NY

Credit Intermediation and Related Activities

About the position

The Financial Consultant is responsible for selling non-deposit investment products within a bank environment, focusing on meeting production goals and providing exceptional customer service. This role requires a highly motivated individual who can effectively collaborate with branch employees and bank customers to drive sales and maintain high standards of service.

Responsibilities

• Meet or exceed sales goals.
• Conduct branch sales meetings, huddles, quick starts, etc.
• Conduct ongoing and consistent sales generating activities: Calls, book appointments, etc.
• Conduct training of all branch employees.
• Meet daily with potential customers.
• Establish and maintain high standards of customer service and communicate investment concepts.
• Attend ongoing sales and product training.
• Maintain active working relationships with branch personnel.
• Meet weekly with each Branch Manager of the territory covered.
• Perform other duties as requested.

Requirements

• High school diploma or GED required.
• Minimum of 7+ years sales experience as a financial consultant.
• Banking experience preferred.
• Must possess current NYS Life, Accident & Health license.
• FINRA Series 7, 63 and series 65 or 66 required.
• Excellent time management and communication skills required.
• Self-motivated with ability to work independently.

Nice-to-haves

• Bilingual Spanish a plus