Job Description

Date Active

Dec 17, 2019 12:00:00 AM

Requisition #

19-1894

Hours Per Week

40

Location

130 Westbrook Road-MS630

City

Essex

State

Connecticut

Job Description/ Requirements

POSITION SUMMARY

A Financial Consultant is responsible for offering the appropriate investment products to existing and prospective clients and to provide ongoing service to all existing clients. Be a liaise with Community Banking Center's staff to ensure communication and updates related to Webster Investment Service's marketing and cross referral activities are delivered effectively.

MAJOR DUTIES &RESPONSIBILITES

  1. Offer customers/prospects solution related to retirement planning and Wealth Management.
  2. Conduct comprehensive Financial Services Reviews using the Client Financial Profile system.
  3. Ensure all branch staff and client interaction are in compliance with FINRA regulations.
  4. Responsible for the engagement in promotion, prospecting, and business development activities for WIS products & services to existing retail bankers.
  5. Oversee and monitor customer service and, communications activities performed by broker-dealer to ensure Webster Bank Standards for Superior Service Quality are achieved.
  6. Develop annual objectives related to annual business plan to outline all marketing, partnership, and cross referral activities.
  7. Assist with coordination of LBE program related to management, training & supervision.
  8. Oversee activities of Sales Assistant or Financial Associate assigned to FC related to preparation & delivery of annual review, supervising roles & responsibilities, coaching, mentoring & motivation.
  9. Maintenance of electronic activity tracking containing information on all current and prospective contacts, referrals, and appointments.

EDUCATION, EXPERIENCE & SKILLS

BS in financial services field preferred.

Minimum of 5 -7 years of related experience required

NASD Series 7 and 63, 65/66 as well as State Life and Health Insurance, licenses required.

Strong communication, sales, organizational, and customer service skills.

Able to work in a team and under tight deadlines

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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