Financial Consultant

NBT Bank • Fairport, NY • 20h ago

This job includes a base rate plus commissions. Total Potential Annual Earnings: $52,000 - $210,000.

Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results.

Education and Experience:

Bachelors Degree or equivalent education and experience

Minimum 2-3 years investment and insurance sales experience required

Skills and Abilities:

Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations.

Strong communication and PC skills.

Unblemished compliance record.

Demonstrated team player and high quality service provider.

Unique Job Characteristics and Requirements:

NASD Series 6 and Life License. Series 7 preferred. If not Series 7 licensed, FC will be required to obtain license within 90 days.

Tasks Performed:

50% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team.

20% Develops and executes individual business plan to meet sales goals. Maintains minimum assigned level of production consistent with individual or team goals

15% Monitors client investment performance and makes appropriate recommendations.

10% Cultivates and fosters proactive relationships with staff of assigned branches with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns.

5% Other duties as required

Physical Requirements:

Communicate effectively with internal and/or external customers

Stationary 75% of time or greater

Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees:

Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.

Parental Leave : Six weeks of paid leave at 100% of your salary.

Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.

Dental and Vision Coverage : Ensuring your overall health and well-being.

Flexible Spending Accounts : For healthcare and dependent care expenses.

Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.

Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.

Voluntary Benefits : Including hospital, accident, and critical illness coverage.

Retirement Plans: ?Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

Adoption Assistance : Supporting your growing family.

Tuition Reimbursement : Invest in your education and career growth.

Employee Assistance Program (EAP) : Access to support and resources.

Financial and Banking Services : Various benefits and financial planning assistance .

Benefits for Part-Time Employees Working 20+ Hours/Week:

Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.

Generous Parental Leave : Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future

Paid Sick and Safe Leave : For your health and safety.

Employee Assistance Program (EAP) : Access to support and resources.

Financial and Banking Services : Various benefits and financial planning assistance .

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.

NBT Bank offers a stimulating work environment that recognizes talent and encourages teamwork. Our employees benefit from a total compensation package, including competitive salary, bonuses and a wide range of benefits for eligible employees - like our Tuition Reimbursement Program. Join NBT Bank and build your career through the many growth, learning and collaborative opportunities made available across the company.

EEO is the law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf)

EEO is the Law Poster Supplement

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp\%20English\formattedESQA508c.pdf)

Family Medical Leave Act (FMLA) Poster

Employee Polygraph Protection Act (EPPA) (https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf)

NBT Bank is an equal opportunity employer and fully supports a diversified environment. We do not discriminate against any applicant or employee because of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status or veteran status, recently separated veterans, genetic information, victims of domestic violence and stalking or any other class protected by Federal, State or local law. This policy applies to all terms of employment.

NBT Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the Careers website or submission process, please call 1-888-804-1771 or contact us via email at humanresources@nbtbank.com. The Human Resources Shared Service Center hours of operation are Monday through Friday, 8:00 AM to 5:00 PM EST.

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