Financial Consultant Associate

Entry Level Sales Position

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.

Education and Experience

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

Skills and Abilities

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

Unique Job Characteristics and Requirements

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

Tasks Performed

• 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.

Physical Requirements

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

Why Work at NBT

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.

Benefits for Full-Time Employees

• 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 Reimbursement: Invest in your education and career growth.
• Employee Assistance Program (EAP): Access to support and resources.
• Pet Insurance: For all your furry friends.
• Financial and Banking Services: Various banking services benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week

• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage: Ensuring your overall health and well-being.
• Voluntary Benefits: Including hospital, accident, and critical illness coverage.
• Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
• Paid Sick and Safe Leave: For your health and safety.
• Employee Assistance Program (EAP): Access to support and resources.
• Financial and Banking Services: Various banking services benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.