Licensed Financial Services Representative - Greece Market

ESL Federal Credit Union•Rochester, NY

49d•$31

About The Position

ESL is seeking for a Financial Service Representative at our Mt. Read office which supports the financial needs of this growing community. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community. The Canandaigua office has been identified as one of ESL's leading markets for wealth opportunities. In this role you will work closely with ESL's wealth management team to share best practices and foster career growth. ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

Requirements

Bachelor's Degree or 4 years of directly related experience.
In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience.
FINRA Securities Industry Essentials Exam required (may have been grandfathered in)
FINRA Series 6 or Series 6 top off license is required.
FINRA Series 63 license required (Series 66 will meet this requirement)
NY State Insurance License is preferred. If not licensed, achieve license within six months of hire.
High proficiency in building customer and peer relationships
Strong analytical, critical thinking, problem solving and decision making abilities
Excellent written and verbal communication skills
Effective time management skills
Proficient in the use of Microsoft Office applications
Demonstrates a high degree of flexibility in support of customer needs
Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients
Previous experience with processes and paperwork to ensure efficiencies within the financial services industry
Ability to build rapport with diverse member base within the community
Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper.