Financial Consultant Associate

Entry level sales position in the Retail Financial Services Division. Incumbents will be charged with obtaining the various licenses required for this position as well as learning operations standards and sales techniques necessary for success as a Financial Consultant. Will be required to meet with customers and prospects to determine investments and insurance needs, recommends appropriate products, and makes appropriate referrals to business partners.

Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results.

Bachelor degree in related financial services field or equivalent education and experience

• Knowledge of general business practices
• Effective communication skills
• Effective interpersonal skills
• Proficient in Microsoft Office 365

Ability to obtain Series 7, 63 registration and Life & Health Insurance Licenses within 12 months of assuming job responsibilities.

• 50% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market teams. Monitors client investment performance and makes appropriate recommendations.
• 25% Provide sales assistance to Financial Consultants
• 20% Develops and executes individual business plans to meet sales goals. Maintains minimum assigned level of production consistent with individual or team goals.
• 5% Other duties as assigned.

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We’ve weathered the market’s ups and downs for over 165 years, all while charting a well-defined growth plan.

• Generous Paid Time Off
  :
  At least 22 days annually, prorated in the year of hire.
• Parental Leave
  :
  Six weeks of paid leave at 100% of your salary.
• Comprehensive Medical Coverage
  :
  Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage
  :
  Ensuring your overall health and well-being.
• Flexible Spending Accounts
  :
  For healthcare and dependent care expenses.
• Employer-Paid Disability Coverage
  :
  Both short-term and long-term, with an option to purchase additional long-term coverage.
• Life Insurance
  :
  Employer-paid basic life insurance, with an option to purchase supplemental coverage.
• Voluntary Benefits
  :
  Including hospital, accident, and critical illness coverage.
• Retirement Plans
  :
  Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
• Adoption Assistance
  :
  Supporting your growing family.
• Tuition…