Aid customers in financial investment and asset management as well as handle the insurance related issues of the clients to assist them in making comprehensive plans in future investments.
Meets with clients to understand their future investment plans and documents them.
Develops personal relationships with clients.
Grows 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.
Discusses 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 reviews 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.
Answers all investment related plans of the clients verbally and provides them written documents for future reference.
Represents Lincoln Savings Bank in a positive light in all professional duties.
Participates in civic, community, and networking events for the purpose of cultivating productive relationships for Lincoln Savings Bank.
Bachelor’s degree in Accounting, Finance, Business Administration or related field preferred
2-4 years’ experience in the financial advising field
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 certification
Life Insurance license