Financial Solutions Advisor

Responsibilities Consults on investment and insurance strategies, as well as the development of financial plans for clients Grows and retains an investment and insurance book of business Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate Acquires, expands and maintains client relationships through branch business development and outbound calling Grows client loyalty and share of wallet through an exceptional client experience Applies product and procedural knowledge to solve client problems appropriately and efficiently Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies Present sound financial recommendations and guidance to clients Establishes individual financial plans based on client financial needs and objectives Monitors financial plans and recommends changes as needed Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results Shows urgency with activities and leads by example Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management Meets service level agreements on lead and referral follow up Adheres to all applicable laws, regulations, policies and guidelines Requirements University/college degree with A comparable combination of education, job specific certification(s), and experience (including military service) may be considered FINRA Series 7 and 66 (or 63,65) required Life and Health Insurance required #J-18808-Ljbffr Jobtailor