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Advice Center - Financial Sales Consultant

Company: People's United Bank, N.A.
Location: Bridgeport
Posted on: March 26, 2020

Job Description:

**--At least 50% remote- working**The incumbent is responsible for the following activities:--- Provide guidance and support to clients who have established portfolios through the Wealth Builder digital platform;-- --- Ensure that all LIA clients are contacted annually for a review either on the phone or through an in-person meeting with an LIA;--- Provide existing and prospective customers with general information regarding financial solutions and services available through PSI;--- Act as the primary relationship manager for FA households assigned to the Advice Center. --- Ensure that all FA clients assigned to the Advice Center are contacted annually for a review either on the phone or through an in-person meeting with a FA when appropriate;--- Provide guidance and transaction support for mutual fund and fixed annuity solutions; and--- Back up PSI's general call center activities as needed Essential Job Duties:Determines specific customer needs and ensures that appropriate market transactions are executed. Provides advice to clients on personal investment product purchases.Maintains specified level of profitable sales which meet or exceed agreed upon goals.Develops and maintains knowledge of the current investment product portfolio to ensure optimum marketing potential.Effectively optimizes advanced technology and systems and multiple delivery channels including telephone, internet and e mail.Keeps informed of industry product trends and issues to develop comprehensive understanding of industry.Acts as a resource to Financial Advisors and Licensed Investment Associates utilizing specialized knowledge of internal policies, procedures, products and servicesProvides advice specific to digital advisor portfolios.Provides annual reviews for call center Keeps informed and aligns business within PSI and regulatory requirements.-- Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.Job Requirements :College degree or equivalent work experience required.1-3 years relevant experience.Additional Job Requirements:Certification/License: Series 6, 63 licenses required; 7 preferred. Series 65, life and health insurance licenses required within time period specified by management.Knowledge/Abilities/Technical Skills:Ability to foster and cultivate relationships with prospective and existing customers.Strong telephone skills to enhance the organization's image to prospective clients. Ability to communicate effectively and clearly to a broad range of existing and prospective customers.Proven ability to work from a home office a plus.Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments.Innovation and flexibility are essential to meet the demands of an ever-changing market.Strong analytical skills are needed to recommend appropriate products and services to customers.Ability to conduct business in a highly ethical manner which keeps in line with both PSI and regulatory requirements.

Keywords: People's United Bank, N.A., Bridgeport , Advice Center - Financial Sales Consultant, Sales , Bridgeport, Connecticut

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