Personal Financial Advisor

Requisition Number 09-1533 Date Posted 11/02/2009 Title Personal Financial Advisor City Verona Description Responsibilities: . Listen to customers needs and recommend the appropriate product . Work closely with the FNSI Financial Consultant on joint customer appointments, branch training and generating branch referrals . Provide coaching and training to branch employees, both licensed and non-licensed, on a regular basis . Must adhere to all regulatory and compliance guidelines and must maintain all appropriate licenses and professional designations . Must be able to work flexible hours and Saturday and Sunday hours if applicable at branches assigned . Participate in various sell programs such as campaigns, call nights, and referrals. . Provide outstanding customer service. . Sell and referral by applying the knowledge of bank products, services, policies and regulatory policies. Requirements Requirements: . High School Diploma . Proven sales track record with bank products, including success with outbound calling efforts . 2 + years proven sales experience with investment and insurance products . 2 years customer service experience . NYS Life and Health Insurance License and FINRA Series 6 & 63 licenses required

Employee Type Full Time

Please refer to job code fg-*B207F6A24DE0CB54 when responding to this ad.

Category:	Accounting/Banking/Finance/Insurance
	> Financial Advisors      > Other Finance
Location:	Verona, NY
County:	Oneida County
ZIP Code:	13478
Pay Rate:	Open
Job Terms:	full time
Company:	First Niagra
Phone:	email only please
Fax:	email only please