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Financial Advisor II

Bank of Luxemburg Luxemburg, WI

Job Details Job Location Luxemburg Main - Luxemburg, WI Position Type Full Time Salary Range $55,000.00 - $75,000.00 Salary/year Job Shift Day Job Category Banking Description Position Summary : As an employee of the Bank, supports company culture and mission statement to Have a Positive Impact on Peoples Lives. Sell investment and insurance services to clients and provides assistance to other investment representatives on sales ideas and training. Develop and maintain the highest standards of customer service with both bank employees and bank customers. Principal Responsibilities and Duties : 1. Conducts Investment and Insurance Sales A. Make initial contact of potential clients through phone, mail, workshops and set appointments. B. Interview potential clients assessing investment and insurance needs. C. Provide suggestions of products, course of action and provides client with relevant information. D. Write up sales based on suggestions, complete application, collect payment, directing information to office manager for processing and tracking. E. Follow up with periodic review of accounts, ensuring that adequate customer service is provided by informing customer of current market trends and recommending investment and insurance strategies. F. Support administrative office personnel. 2. Promote Business Development A. Support company's goals and objectives, assists branches in obtaining new relationships. B. Assist and support in the implementation of all marketing and sales strategies designed to maximize growth and profitability. C. Cross sell and refers a full range of investment and banking services to present and potential customers. D. Support and assist in the implementation of all bank marketing and sales strategies designed to maximize growth and profitability. E. Keep informed on changes within our market, recommending market opportunities for growth and development Qualifications Knowledge, Skills and Abilities Required: Business or finance degree and three to five years sales experience in insurance and securities or equivalent experience (five to seven years experience in insurance and securities. Series 7 &63 and life and health insurance licenses required or ability to attain licensing in six months. Certified Financial Planner (CFP) and Registered Investment Advisor (RIA), is desired. Previous supervisor experience required. Ability to work with all levels within the organization and make appropriate recommendations. Ability to communicate effectively with people both internally and externally. Ability to manage multiple projects/tasks at one time; flexible; adaptable. Understanding of and concurrence with bank philosophy. Demonstrated ability to work harmoniously with all types of people. Demonstrated ability to obtain cooperation from others and build a sense of teamwork. Previous training and mentoring experience desired. Must be self-motivated, sales oriented, and possess excellent communication skills. Ability to prioritize and meet deadlines. Keyboard and computer knowledge required. Competencies : Customer focus, presentation skills, selling, self development, business knowledge, priority setting, goal setting, and innovation.