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Junior Consultant

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

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Job Posting: 764047

Posted On: Jun 07, 2022

Updated On: Jul 31, 2022