First Bank
  • 27-Oct-2017 to 28-Feb-2018 (EST)
  • Wealth Management
  • Lumberton, NC, USA
  • Commission Only
  • Full Time

Comprehensive Medical, Dental, Vision Insurance. 401k Plan with generous Employer Match, Short and Long-term Disability Insurance. Employer provided Life and Accidental Health and Dismemberment Insurance, Voluntary Supplemental Life Insurance coverage, Health Care and Dependent Care Flexible Spending Accounts,Paid Vacation, Paid Time Off, Family-oriented culture that values work/life balance.


POSITION SUMMARY

The Financial Advisor is responsible for the sales and service of non-FDIC insured products and services to First Bank customers and prospects. These products and services include fixed and variable annuities, mutual funds, stocks, bonds, individual and group retirement plans, life insurance, health insurance, REITS, Managed Accounts, Medicare supplement and long term care products. Working primarily in an assigned territory comprised of First Bank locations, the Financial Advisor will work closely with retail branch employees to develop strong relationships through training and mentoring of licensed and unlicensed employees. The Advisor must maintain series 7, 63 and 65 or 7 and 66 licenses, appropriate state life, accident and health insurance licenses, and Medicare supplement/long-term care license. All products presented to clients are not guaranteed by the bank, not FDIC insured, and may go down in value.

ESSENTIAL FUNCTIONS 

  • The Financial Advisor is responsible for the generation of revenue to meet or exceed the annual production goals set forth each year.
  • Financial Advisors must meet the expectations set forth by program management in the coverage of their assigned retail branch territory.  The Advisor must maintain regular education and training of the branches and employees on referral procedures.
  • Provide support for licensed branch employees.
  • Responsible for setting appointments with clients.
  • Proper completion of paperwork and timely submission of monies and securities.
  • Directing and implementing a marketing plan for the region.
  • Maintaining continuing education requirements for all licenses.
  • Tracking and reporting referrals and sales. Cross-selling of Bank products should occur and be tracked and reported.
  • The Financial Advisor must conduct business with the highest integrity and adhere to the regulatory guidelines   established by all State and Federal Securities laws, State Insurance regulations, laws and rules. Advisors must comply with the First Bank Code of Ethics.          
  • Maintains advanced knowledge and awareness of financial industry status and trends.
  • Completes annual compliance courses.

ADDITIONAL RESPONSIBILITIES

  • Adheres specifically to all corporate policies and procedures.  Also adheres to Federal and State regulations and laws including the Bank Secrecy Act.
  • Performs additional duties and responsibilities as directed.

GENERAL QUALIFICATIONS

Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

  • Bachelor's degree in business, finance, or related field or equivalent work experience.
  • Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
  • Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures.
  • Excellent organizational and time management skills ability to work with minimal supervision.
  • Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
  • Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.

Physical Demands/Work Environment: Vision, hearing and speech are required. Individual must have the ability to work with detailed information in a concentrated manner.

The environment for this position is an open office that is mostly clean and comfortable. It may include some minor annoyances such as noise, odors, drafts, etc. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will.

The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to approximately 25 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

The incumbent for this position may operate any or all of the following: telephone, copy and fax machines, adding machine (calculator), typewriter, computer terminal, personal computer and related printers.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Mental Requirements: Vision, hearing, and speech are required. Individual must have the ability to work with detailed information in a concentrated manner. The ability to utilize the computer and/or calculator is necessary. Must have reliable transportation and a valid driver's license is preferred.

The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, training, multiple concurrent tasks, and constant interruptions.

 

First Bank
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