Camden Financial Consultants Associate Consultant

Join Camden Financial Consultants

Camden Financial Consultants, a leading provider of investments, insurance, and financial planning, is seeking an individual with a proven track record of successful financial sales to join the CFC sales team. The qualified candidate will be a proven financial sales professional with a remarkable track record of business development and a high degree of integrity.

A Series 7 and 63 license and the New Hampshire State Life and Health license are required and it is preferred to have them at the time of application. However, candidates who have the ability to obtain these licenses, will be considered. Camden Financial Consultants will cover the cost of all required exams and testing fees.

Essential duties and responsibilities include the following:

• Sell investment management and other Company products and services to prospects in a designated region under an assigned sales goal, with an increasing emphasis on developing outside referral sources
• Develop new investment management and financial planning business through internal referrals and actively developing and following up on outside referral sources
• Make prospect visits, develop knowledge of prospect financial situations, propose solutions and close sales
• Provide information to answer questions involving estate, tax and retirement planning based on extensive personal knowledge of financial advisory, portfolio management, retirement plan, tax and other areas
• Maintain network of inside and outside referral sources for new business. Ensure work is in compliance with applicable laws, regulations and guidelines, as detailed in policies located on Company intranet; policies include, but are not limited; to Fair Lending, Know Your Customer, Bank Secrecy Act and other applicable anti-money-laundering policies

This job has no supervisory responsibilities.

Qualifications to perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience: Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. The successful candidate will have five to seven years of financial sales experience, and command a thorough knowledge of financial management, investments, and retirement plans required for retirement plan group. This position also requires outstanding sales skills, together with a proven history of profitably attracting new clients; excellent written and verbal communication skills including top-notch public speaking expertise. Strong computer skills are essential.

Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Certificates, Licenses, Registrations: NASD Series 7 and 63 licenses are required, along with a State of New Hampshire Life and Health license.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee must occasionally lift and/or move up to 25 pounds.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

The statements contained herein reflect general details as necessary to describe the principle functions for this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or to equalize peak work periods to balance workloads.

We encourage candidates to consult with their Talent Partner throughout the recruiting process to better understand how their experience aligns with the role, as well as details on compensation and our total rewards offerings. The prospective range of pay we will offer to a successful applicant to this position is $59,400.00-$88,350.00, which represents a good faith estimate of what we expect to offer at the time of posting based on the role's responsibilities, level and location. Actual starting salary will be determined by the Bank in the Bank's discretion, and shall depend on the applicant's experience, skills, education, certifications, as well as other relevant business conditions. Final offers will reflect these considerations and may vary accordingly.

Pursue a career at Camden National Bank and apply today. We can't wait to hear from you!

Our comprehensive total rewards package offers something for everyone!

• Robust medical, dental, and vision insurance packages
• Generous time off, including paid federal holidays and paid day off for your birthday
• 401(k) retirement savings plan
• Tuition reimbursement, professional development, and career growth opportunities
• Employee assistance program
• Comprehensive wellness program

Equal Opportunity Employer

Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status.