at Camden National Bank in Waldoboro, Maine, United States
Job Description
Position Summary:
Camden National Bank is seeking an entry level candidate to license, train and grow as a member of their team. Working under the leadership and direction of one-two licensed Consultants, the Junior Consultant will gain experience and knowledge, while working with a small portfolio of accounts to achieve sales goals.
Essential Duties and Responsibilities:
-
Service, maintain and cultivate client relationships
-
Work under a Consultant to sell investment management and other Company products and services to prospects in a designated region under an assigned sales goal, with an increasing emphasis on developing outside referral sources
-
Develop new investment management and financial planning business through internal referrals and actively developing and following up on outside referral sources
-
Partner with Consultants to conduct prospect visits, develop knowledge of prospect financial situations, propose solutions and close sales
-
Establish and grow a network of inside and outside referral sources for new business
-
Ensure work is in compliance with applicable laws, regulations and guidelines
Basic Qualifications:
-
Bachelor's degree (B. A.) from four-year college or university
-
1 -6 months related experience and/or training; or equivalent combination of education and experience
-
Must prepare for and pass FINRA SIE Security Industry Essentials, series 7 and 66 licenses, and Maine state insurance license
-
Top-notch public speaking skills
-
Strong computer navigation and keyboarding skills
Preferred Qualifications:
-
Prior sales and/or business development
-
Eagerness to learn about financial sales and service, financial management, investments, and retirement plans
Skills and Abilities:
-
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
-
Ability to write reports and business correspondence
-
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Supervisory Skills:
-
This role does not require supervisory skills