Job Description & Responsibilities:
At Regions, the Associate Financial Consultant - Regions Insurance Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice. Primary Responsibilities: Establishes joint appointments with Financial Advisors and customers. Works with Financial Advisors on preparing and scheduling meetings. Assists in covering branches that do not have a dedicated Financial Advisor. Responds to customer and Financial Advisors requests. Updates customer information. Completes required and assigned training modules. Becomes familiar and educated with investment products used to meet customers investment needs. Demonstrates customer-focused partnership with branch staff. This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. This position is incentive eligible.
Qualifications
High School Diploma or GED. Six (6) months of related experience. Preferences: Life Insurance License strongly preferred. Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66. Skills and Competencies: Ability to engage in a high touch environment.. Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame.
Salary:
$40,000 - $100,000+
Contact:
Employer: Regions
Location: Albany, GA
Link: https://careers.regions.com/us/en/job/R86461/Associate-Financial-Consultant-RIS