United Bank Inc
Financial Advisor
United Bank Inc, Rosedale, Maryland, United States, 21237
Job Description
The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on making incremental sales and offer ongoing financial solutions to potential new clients and existing United Brokerage customers
RESPONSIBILITIES:
Interface with/train branch employees in an effort to develop a referral pipeline of qualified prospects to ensure bank and employee referral goal attainment.Meet with referred customers in bank setting or customers' homes or offices as requestedCollect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best meets the customer's needs and financial circumstancesProvide guidance to customers regarding the advantages and disadvantages of different financial productsClose sufficient volume from bank branch referrals and outside relationships to attain gross revenue production expectationResponsible for marketing, servicing and promoting the Bank's financial products in order to obtain new businessIdentify and refer specific qualified clients to affiliated Wealth Management GroupIdentify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partnersPerform on-going self-education to remain product/solution fluent and maintain licensing capability.Prepare reports and present as appropriateQualifications
Series 7, Series 66, Life and Health licenses requiredProficiency in Microsoft Office productsPrior Sales experience in a bank environment is preferredExcellent verbal and written communication skillsAbility to travel daily to generate business and/or meet with clients within given territory is requiredHigh School diploma or equivalent requiredCollege degree and advanced designations preferredKEY COMPETENCIES:
Sales and results drivenRelationship buildingAccount ManagementIntegrityEthicalESSENTIAL FUNCTIONS:
Sitting or standing for extended periods of timeSufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.Ability to converse and exchange information with customers and all levels of staff within organization.Ability to observe, perceive, identify, and translate dataAbility to travel via train, bus, automobile, or airplaneThis document describes the position currently. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time.
Company Profile
The starting base salary range for this position in Baltimore/Annapolis, Maryland is $50,000-$100,000. Once fully commissioned, individuals in this role have the potential to earn meaningfully higher compensation based on performance and productivity against commission plan parameters. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.
Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here .
At United, our strength is our people, and we are committed to nurturing an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on making incremental sales and offer ongoing financial solutions to potential new clients and existing United Brokerage customers
RESPONSIBILITIES:
Interface with/train branch employees in an effort to develop a referral pipeline of qualified prospects to ensure bank and employee referral goal attainment.Meet with referred customers in bank setting or customers' homes or offices as requestedCollect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best meets the customer's needs and financial circumstancesProvide guidance to customers regarding the advantages and disadvantages of different financial productsClose sufficient volume from bank branch referrals and outside relationships to attain gross revenue production expectationResponsible for marketing, servicing and promoting the Bank's financial products in order to obtain new businessIdentify and refer specific qualified clients to affiliated Wealth Management GroupIdentify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partnersPerform on-going self-education to remain product/solution fluent and maintain licensing capability.Prepare reports and present as appropriateQualifications
Series 7, Series 66, Life and Health licenses requiredProficiency in Microsoft Office productsPrior Sales experience in a bank environment is preferredExcellent verbal and written communication skillsAbility to travel daily to generate business and/or meet with clients within given territory is requiredHigh School diploma or equivalent requiredCollege degree and advanced designations preferredKEY COMPETENCIES:
Sales and results drivenRelationship buildingAccount ManagementIntegrityEthicalESSENTIAL FUNCTIONS:
Sitting or standing for extended periods of timeSufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.Ability to converse and exchange information with customers and all levels of staff within organization.Ability to observe, perceive, identify, and translate dataAbility to travel via train, bus, automobile, or airplaneThis document describes the position currently. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time.
Company Profile
The starting base salary range for this position in Baltimore/Annapolis, Maryland is $50,000-$100,000. Once fully commissioned, individuals in this role have the potential to earn meaningfully higher compensation based on performance and productivity against commission plan parameters. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.
Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here .
At United, our strength is our people, and we are committed to nurturing an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.