Aids customers in financial investment and asset management.
Handles the insurance related issues of the clients and help them in making comprehensive plans in future investments.
Meet with clients to understand their future investment plans and document them.
Develop personal relationships with clients.
Grow the market share of Lincoln Savings Bank (LSB) by proactively identifying, acquiring and developing a book of business, by expanding current relationships and proactively prospecting/calling on new potential clients.
Discuss potential opportunities and risks related to a particular investment with clients.
Recommends strategies that the clients can use in achieving their financial goals and objectives.
Regularly review the plans of the clients to track changes in their financial status, or economic changes to indicate the necessity of making a change in the plan.
Answer all investment related plans of the clients verbally and provide them written documents for future reference.
Represent Lincoln Savings Bank in a positive light in all professional duties. Participate in civic, community, and networking events to cultivate productive relationships for Lincoln Savings Bank.
Perform other duties and responsibilities as defined by Management.
Bachelor’s degree in Accounting, Finance, Business Administration or related field
Certified Financial Planner, Chartered Financial consultant (ChFC) or Chartered Financial Analyst (CFA) preferred
Strong customer service and communication (written and verbal) skills
Ability to listen, understand and give advice
Ability to work individually and with a team
Series 7, 63, 65/66 or ability to get them within first 90 days
Life & Health Insurance license or ability to get it within first 90 days