Investment & Retirement Planner

Introduction

Marquette Bank is a place to be yourself and be part of ateam. Our goal is for every employee to feel valued and part of the team. Here you can learn, grow and develop your talents. We provide equal opportunities for all applicants and employees without discrimination.

The Financial Advisor is a licensed individual who is responsible for introducing and selling the benefits of investment and insurance products to customers.

• Meets or exceeds sales goals as defined by management.
• Actively contact customers and prospects to promote investment and insurance products offered through the program.
• Assists customers in making choices regarding the appropriate investment and insurance products to meet specific needs and to plan for their financial future.
• Keeps abreast of all compliance regulations to assure that all presentations to clients and all paperwork are processed in compliance with NASD rules.
• Keeps abreast of all IRA and retirement plans to be able to help customers make decisions regarding their retirement plans.
• Continuously communicate with mutual fund, annuity and insurance providers to assure for up to date information on the products offered.
• Continuously contact existing customers to assure that we are meeting their future needs.
• Assist with preparation of investment seminars.
• Conducts regular sales meetings and training sessions to ensure that sales goals and objectives are met.
• Adheres to Code of Conduct and internal controls for which this position is responsible.
• Conducts training and continually coaches and reviews investment products with branch employees.

• Bachelor Degree or High School Diploma or equivalent plus two (2) years related business experience.
• Minimum two (2) years proven sales experience.
• Excellent communication skills.
• Ability to work in high-pressure environment.
• Thorough knowledge of investment products.
• Self-motivated with ability to work independently.
• Ability to handle rejection and conflicts.
• Willingness to actively telemarket prospects.
• Banking experience preferred
• Employee is regularly required to remain in a stationary position.