Financial Consultant Opportunities in Greater Monmouth County, NJ Area
Posted on: February 15, 2020
Financial Consultant Opportunities in Greater Monmouth County,
NJ Area-2000134DescriptionAs a member of Santander's retail banking
division you'll help serve Santander's retail and small business
customers as part of one of the top banks in the United States
based on deposits. - With principal presence in the northeast U.S.,
Santander's retail division offers consumer and lending products to
help our customers reach their financial goals. - Santander
currently serves nearly 2 million retail customers and 5.2% of the
2.7 million small businesses in the US footprint have a
transactional account with Santander Bank.
Santander Investments is looking for Financial Consultants in the
Greater Monmouth County, NJ - Area.
The Financial Consultant is responsible for identifying needs,
understanding client objectives, and making appropriate
investment/insurance recommendations consistent with compliance
standards in an effort to achieve sales results and long term
- 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
- Attend and actively participate in sales meetings, training
initiatives, and planning sessions related to the development and
growth of the program.
- 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
- 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
products.QualificationsQualifications:Bachelor's Degree or
EquivalentExperience 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.Experience: Between 3 - 5
years -Licenses/Certifications: FINRA licenses 7 and 66, or 7 and
63 and 65 as well as appropriate state insurance licenses
required.Specialized Knowledge: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.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.Job:Business
DevelopmentPrimary Location:New JerseyOrganization:Consumer &
Business Banking (1001)Schedule:Full-timeJob Posting:Jan 9, 2020,
Keywords: Santander, Newark , Financial Consultant Opportunities in Greater Monmouth County, NJ Area, Other , Newark, New Jersey
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