Licensed Sales Professional
Financial Quest, a division of Seneca Savings is looking for a strong, licensed sales professional who is interested in working in a community banking environment. As a motivated team player with a track record of sales success, you will manage and grow a book of business providing a needs-based approach to selling financial solutions to our clients.
Primary Responsibilities: Actively propose needs-based financial solutions to new and existing bank clients as well as developing your own book of business through ongoing account reviews and re-evaluation of client’s needs. Work with banking partners to provide complete financial planning solutions for all of our client’s needs. Coordinate promotions, communications and training of investment products with assigned branches.
Minimum Qualifications Required: 3 years of Financial Services sales experience, series 7 and 63 and New York State Life and Health Insurance Licensed. Must be willing To obtain series 65 within one year of beginning the position. Excellent verbal and written communication skills. Strong presentation skills with the ability to phrase complex matters in easy-to-understand language.
Ideal Qualifications Preferred: Series 7, 63, 65 and New York State Life and Health Licensed. Excellent knowledge of bank products. Current experience in a similar role with a financial institution. Current experience in our geographic location.
Resumes may be submitted to:
Gregory P. Boshart, Program Manger
PO Box 210
Baldwinsville, NY 13027