Financial Consultant - #99866

NBT Bank


Date: 04/19/2022 13:30 PM

City: Saratoga Springs, New York

Contract type: Full Time

Work schedule: Full Day

All prospective hires will be required to show proof of full vaccination for COVID-19



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



NBT Bancorp 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.

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