Financial Consultants and Advisors – Why Settle for Limited Growth? Take your place with Investment Services at Sovereign Bank, among the industry’s finest financial consultants! Combine a comprehensive range of competitive investment products and services with the power and presence of one of the nation’s largest Banks to help you help your clients pursue their investment goals in the manner best suited for them. Qualified investment clients are not a problem to obtain due to existing relationships, deposit base and lead platforms already in place. As an Investment Services at Sovereign Bank Financial Consultant you will have the opportunity to work in an existing and mature Bank program.
WHAT YOU WILL DO:
- Strive to maximize revenues and profits by building strategic client and business partner relationships.
- Effectively source prospective clients, capitalize on Bank referrals, profile customer needs, refer customers to the appropriate service provider and execute highly customized solutions to meet the needs of the customer.
- Responsible for balancing investment growth, increasing revenues, referral activities, customer follow-up, prospect building and personal growth and development.
- Focus on building profitable, affluent relationships and strategic business partnerships and must have a wide range of knowledge about financial investment strategies and Bank products and services.
- Focus on expanding customer relationships where opportunities exist.
- Provides securities, annuities, and insurance products to new and established accounts; develops new business through leads generated from partnering and relationship building skills.
- Provides prudent and suitable investment recommendations to individual and corporate clients.
Sovereign Bank Team Members receive :
- Competitive Pay
- Medical, Dental and Vision Plans
- 401(k)
- Incentive Bonus Programs
* WHEN SEARCHING OR APPLYING TO THIS JOB, PLEASE REFERENCE JOB ID #: 38155
Job Requirements
WHO WE ARE LOOKING FOR:
- Series 6 and 63 securities license and insurance license.
- 3+ years of proven investment sales experience and a track record of success consistent with current production and job stability.
- Verifiable annual gross production of $175,000 in investment revenue from a wirehouse and/or $250,000 minimum from a Bank program.
