Financial Consultant

JOHNSON BANK • Kenosha, WI • 4h ago

JOB REQUIREMENTS: Overview The Financial Consultant (FC) is responsible
for development of new business in the investment advisory and brokerage
product areas. The FC may also be responsible for management of existing
business in the local markets. As part of the #1 advisory team at JFG
and with the lead Financial Advisor, the FC actively solicits clients
and prospects for business opportunities including cross selling of all
bank and company products. Key Responsibilities Development and
execution of an individual business plan to achieve new client
acquisition, business line referrals and product/business line
penetration inside portfolios; achievement of retention objectives;
consistent portfolio growth and servicing objectives. Responsible for
partnering with Lead Financial Advisor to develop and implement sales
techniques resulting in growth in assets under management and revenue
growth resulting in a profitable book of business. Proactively review
current book to ensure proper client segmentation and transition to
appropriate resources. Ability to articulate and conversant in all
aspects of JFG business offerings as well as financial industry
topics/trends and financial planning topics. Deliver a distinctive
client experience that leverages our unique value proposition through
the referral of wealth, mortgage, insurance, private banking and
consumer banking. Matching prospect needs with JFG Business Partners to
provide solutions resulting in closed new business and expanding depth
of relationship. Understand client\'s financial objectives through
consistent purposeful discovery process by integrating financial
planning concepts and process. Thorough management of complex financial
solutions; including: communication, implementation, maintenance and
on-going administration of the client relationship. Complete, timely and
accurate documentation of client relationship information. Sales -
Advising and Servicing Clients Execution of our comprehensive sales
process which includes successful prospecting, planning and gaining new
business. Basic knowledge of financial planning concepts and process
Knowledge of full portfolio of JFG products and services; actively
cross-sells full breadth and depth of products. Responsible for meeting
or exceeding sales, assets under management, and introduction goals.
Actively call/joint call on identified target segments, prospects,
centers of influence, etc. to lead new business development and client
acquisition efforts. Expand new and existing relationships by advising
and recommending appropriate solutions that will exceed client
expectations. Develop and maintain strong working relationships with
business partners to expand customer relationships across all lines of
business Meets or exceeds client retention goals. Perform proactive
customer needs... For full info follow application link. Equal
Opportunity Employer of Minorities, Females, Protected Veterans, and
Individuals with Disabilities *** APPLICATION INSTRUCTIONS: Apply
Online: ipc.us/t/4630A40084614B71

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