Financial Advisor, Hershey/Harrisburg, PA Area
Company: Santander Holdings USA Inc
Location: Hershey
Posted on: May 6, 2024
Job Description:
Financial Advisor, Hershey/Harrisburg, PA AreaHershey, United
States of America
- Achieve and exceed both individual and branch related sales and
revenue goals as defined on a quarterly basis
- Maintain compliance with all applicable bank, broker/dealer,
State and Federal regulations associated with the sale of
investment and insurance products including Santander Policy
Statement governing the sale of uninsured products
- When appropriate, provide leads to branch personnel for the
sale of other bank products and services such as deposit accounts
and loans
- Attend and actively participate in sales meetings, training
initiatives, and planning sessions related to the development and
growth of the program
- Identifies and pursues new sales prospects within existing or
untapped markets.
- Gathers market intelligence, generates leads, and develops
proposals/campaigns to garner new business, ensuring a consistent
flow of new revenues to the company.
- Uses knowledge of markets, industries, and clients to determine
demand, future trends and potential projects.
- Develop and execute quarterly business development plans in
accordance with sales management's objectives surrounding the
marketing and promotion of investment products and services
- Maintain records, master operational procedures and provide
sales and activity reports per management's request in a timely and
efficient manner.
- Create strong internal and external relationships in an effort
to develop referral sources and meet appointment objectives
- Maintain required professional training and license
requirements, including knowledge of FINRA compliance, FDIC
compliance, the Bank's uninsured Products Policy Statement and all
applicable state and federal regulations.
- Provide active mentoring and coaching to all Licensed Bank
Employees (LBEs) assigned within your branch territory
- Hold frequent client appointments, seminars, and branch
training sessions in an effort to secure long-term client
relationships and provide sales leadership to internal business
partners regarding investment and insurance productsTo perform this
job successfully, an individual must be able to perform each
essential duty satisfactorily. The requirements listed below are
representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.Qualifications
- Bachelor's Degree or equivalent work experience.
- 5+ years of work experience providing investment guidance and
advice to clients. -
- Must be able to demonstrate a superior record of sales
achievement while maintaining high ethical standards.
- Degrees such as an MBA, CFP, CHLU or CHFC preferred.
- Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63
and 65 as well as appropriate state insurance licenses
required.Skills and Abilities:
- Ability to effectively communicate and coach while responding
to all customer inquiries in an efficient manner
- Superior sales skills and have a command of all aspects of
investment and insurance products including mutual funds and
annuities
- Thorough understanding of economic principles and compliance
standards
- Very strong interpersonal communication skills, complemented by
both excellent verbal and written communication
- Superior knowledge of financial analysis, risk evaluation, loan
documentation.
- Motivating, developing, and directing people as they work,
identifying the best people for the job.
- Strong relationship management and negotiation skills
- Ability of using logic and reasoning to identify the strengths
and weaknesses of alternative solutions, conclusions or approaches
to problems.
- Attention to detail, being careful about detail and thorough in
completing work tasks.
- Strong social orientation, preferring to work with others
rather than alone, and being personally connected with others on
the job.Diversity & EEO Statements: At Santander, we value and
respect differences in our workforce and strive to increase the
diversity of our teams. - We actively encourage everyone to
apply.Santander is an equal opportunity employer. All qualified
applicants will receive consideration for employment without regard
to race, color, religion, sex, sexual orientation, gender identity,
national origin, genetics, disability, age, veteran status or any
other characteristic protected by law.Working Conditions:
- Frequent minimal physical effort such as sitting, standing and
walking.
- Occasional moving and lifting equipment and furniture is
required to support onsite and offsite meeting setup and
teardown.
- Physically capable of lifting up to 50 pounds, able to bend,
kneel, climb ladders.Employer Rights: This job description does not
list all of the job duties of the job. You may be asked by your
supervisors or managers to perform other duties. You may be
evaluated in part based upon your performance of the tasks listed
in this job description. The employer has the right to revise this
job description at any time. This job description is not a contract
for employment and either you or the employer may terminate at any
time for any reason. Bachelor of Science (BS) English
Primary Location: -Hershey, PA, Hershey
Other Locations: -Pennsylvania-Hershey,Pennsylvania-Camp Hill
Organization: -Santander Bank N.A.
Keywords: Santander Holdings USA Inc, Wheaton-Glenmont , Financial Advisor, Hershey/Harrisburg, PA Area, Accounting, Auditing , Hershey, Maryland
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