United Bankshares
Financial Advisor
The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on making incremental sales and offer ongoing financial solutions to potential new clients and existing United Brokerage customers.
Responsibilities
Interface with / train branch employees in an effort to develop a referral pipeline of qualified prospects to ensure bank and employee referral goal attainment.
Meet with referred customers in bank setting or customers' homes or offices as requested
Collect and analyze customer data such as income, assets, investment and / or debts to determine appropriate financial products best meets the customer's needs and financial circumstances
Provide guidance to customers regarding the advantages and disadvantages of different financial products
Close sufficient volume from bank branch referrals and outside relationships to attain gross revenue production expectation
Responsible for marketing, servicing and promoting the Bank's financial products in order to obtain new business
Identify and refer specific qualified clients to affiliated Wealth Management Group
Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners
Perform on-going self-education to remain product / solution fluent and maintain licensing capability.
Prepare reports and present as appropriate
Qualifications
Series 7, Series 66, Life and Health licenses required
Proficiency in Microsoft Office products
Prior Sales experience in a bank environment is preferred
Excellent verbal and written communication skills
Ability to travel daily to generate business and / or meet with clients within given territory is required
High School diploma or equivalent required
College degree and advanced designations preferred
Key Competencies
Sales and results driven
Relationship building
Account Management
Integrity
Ethical
Essential Functions
Sitting or standing for extended periods of time
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with customers and all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via train, bus, automobile, or airplane
This document describes the position currently. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time.
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Responsibilities
Interface with / train branch employees in an effort to develop a referral pipeline of qualified prospects to ensure bank and employee referral goal attainment.
Meet with referred customers in bank setting or customers' homes or offices as requested
Collect and analyze customer data such as income, assets, investment and / or debts to determine appropriate financial products best meets the customer's needs and financial circumstances
Provide guidance to customers regarding the advantages and disadvantages of different financial products
Close sufficient volume from bank branch referrals and outside relationships to attain gross revenue production expectation
Responsible for marketing, servicing and promoting the Bank's financial products in order to obtain new business
Identify and refer specific qualified clients to affiliated Wealth Management Group
Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners
Perform on-going self-education to remain product / solution fluent and maintain licensing capability.
Prepare reports and present as appropriate
Qualifications
Series 7, Series 66, Life and Health licenses required
Proficiency in Microsoft Office products
Prior Sales experience in a bank environment is preferred
Excellent verbal and written communication skills
Ability to travel daily to generate business and / or meet with clients within given territory is required
High School diploma or equivalent required
College degree and advanced designations preferred
Key Competencies
Sales and results driven
Relationship building
Account Management
Integrity
Ethical
Essential Functions
Sitting or standing for extended periods of time
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with customers and all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via train, bus, automobile, or airplane
This document describes the position currently. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time.
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