Financial Consultant Associate (90738)
Financial Consultant Associate (90738)
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Job Description
Popular Insurance Sales - Florida
We are currently searching for a Financial Consultant Associate with strong investment sales experience to join our dynamic Popular Investment team! This is a commission based position only.
In this position you will:
- Evaluate customers relative to financial needs current holdings and available investment capital by listening to and uncovering their needs and educating them about the bank and investment program products and services that are most appropriate for their situation.
- Help the client to identify their investment objectives.
- Pro-actively seek information from prospects and clients to understand possible changing situations needs and desired benefits and evaluate product or service alternatives.
- Establish and maintain thorough prospect file review and access on a scheduled basis.
- Monitor customers portfolio and make recommendations consistent with changes in economic and financial condition as well as the customers needs and objectives.
To be considered you will need:
- HS Diploma/GED and at least four years of related experience in financial services or retail organization is required; Bachelors degree is preferred along with relevant years of experiences.
- FINRA Series 7and FL State Life and Health Insurance licensing required. Series 66must be obtained within 180 days of start date
- Knowledge of financial products and services related to investment activities. Examples include: Securities Annuities Life Insurance Funds Flow Analysis Investment Operations and application of rules and regulations.
- Proven ability to successfully identify customer needs and recommend the most appropriate product or service based on those needs.
- Excellent sales ability presentation marketing and negotiation skills.
Important: The candidate must provide evidence of academic preparationor courses related to the job posting if necessary.
ABOUT US
Popular is Puerto Ricos leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers with presence in the United States the Caribbean and Latin America.
As employees we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate reach for the right solutions and strongly support the communities we serve; therefore we value their diverse skills experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities including during emergency situations and/or natural disasters. Populars employees are considered essential workers whose role is critical in the continuity of these important services even under such circumstances. By applying to this position you acknowledge that Popular may require your services during and immediately after any such events.
If you have a disability or need more information about requesting an accommodation please contact us at . This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
Are you ready for a rewarding career
Popularis an Equal Opportunity Employer
Learn more about us at and keep updated with our latest job postings at .
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Required Experience:
IC
Employment Type
Full Time
