Camden Financial Consultants Associate Consultant

Camden Financial Consultants Associate Consultant

Join to apply for the Camden Financial Consultants Associate Consultant role at Camden National Bank

Live here. Play here. Bank here. Work here.

If you’re looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you’ve come to the right place.

Get To Know Us

• We’re your local community bank—and have been since 1875—that is committed to providing excellent customer service and giving back to our communities.
• We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard.
• Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization.
• We’ve been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being.

Camden Financial Consultants, a leading provider of investments, insurance, and financial planning, is seeking an individual with a proven track record of successful financial sales to join the CFC sales team. The qualified candidate will be a proven financial sales professional with a remarkable track record of business development and a high degree of integrity.

A Series 7 and 63 license and the New Hampshire State Life and Health license are required and it is preferred to have them at the time of application. However, candidates who have the ability to obtain these licenses, will be considered. Camden Financial Consultants will cover the cost of all required exams and testing fees.

Essential Duties And Responsibilities Include The Following.

• Sell investment management and other Company products and services to prospects in a designated region under an assigned sales goal, with an increasing emphasis on developing outside referral sources
• Develop new investment management and financial planning business through internal referrals and actively developing and following up on outside referral sources
• Make prospect visits, develop knowledge of prospect financial situations, propose solutions and close sales
• Provide information to answer questions involving estate, tax and retirement planning based on extensive personal knowledge of financial advisory, portfolio management, retirement plan, tax and other areas
• Maintain network of inside and outside referral sources for new business. Ensure work is in compliance with applicable laws, regulations and guidelines, as detailed in policies located on Company intranet; policies include, but are not limited; to Fair Lending, Know Your Customer, Bank Secrecy Act and other applicable anti-money-laundering policies

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications To 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.

Education And/or Experience

Bachelor's degree (B.

A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. The successful candidate will have five to seven years of financial sales experience, and command a thorough knowledge of financial management, investments, and retirement plans required for retirement plan group. This position also requires outstanding sales skills, together with a proven history of profitably attracting new clients;

excellent written and verbal communication skills including top-notch public speaking expertise. Strong computer skills are essential.

Language Skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Certificate…