Investment Consultant
Job Location: 2301 W Wisconsin Ave, Grafton, Wisconsin
Tracking Code: 6214
Position Type: Full-Time/Regular
North Shore Bank is about helping families thrive, businesses grow and communities flourish. We are dedicated to championing our customers, empowering them to bank their best life, and supporting the community we all share. And it's our employees that make the difference. With offices located throughout eastern Wisconsin and northern Illinois, we offer a work culture that has been recognized as a Top Workplace twelve times by the Milwaukee Journal Sentinel.
As a mutual company, North Shore Bank isn't publicly-owned, which means when we come to work every morning, our sole focus is on providing high-touch service to our customers and employees, and supporting our local communities. Are you looking for a company that places long-term growth ahead of short-term profits? Where you can put your customers first and think creatively to solve challenges? Where respect, integrity and being true to your word are valued and rewarded? This is the place.
Responsibilities:
- Provide sales and consultation services for mutual funds, variable annuities, securities, and other investment vehicles to our customers.
- Provide training and sales support to our branch representatives.
- Responsible for sales of mutual funds, variable annuities, securities, and other investment vehicles directly to Bank customers.
- Arrange, coordinate, and conduct ongoing training sessions for branch employees regarding setting up interviews, identifying prospects, how to approach prospects, and increasing product knowledge.
- Contact assigned branch offices on a regular basis to report sales, sales interviews, service interviews, and exchange any other pertinent information as required.
EDUCATION and/or EXPERIENCE:
High school diploma or its equivalent is required; a bachelor degree in business-related field from an accredited college or university is preferred. Requires at least five years of related sales experience. Requires Series 7, Series 63, (Series 65 preferred), and insurance licenses (Wisconsin life, annuity, and LTC) along with up-to-date continuing education. Requires exemplary sales skills in addition to effective interpersonal skills, including the ability to conduct effective group presentations. Ability to prioritize multiple tasks and responsibilities required. Previous experience in bank programs and knowledge of the banking industry is desirable.
Employee regularly operates a motor vehicle to travel between branch locations.
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