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Financial Representative - IFG

Job Description
POSTION OBJECTIVES
To learn and develop the skill set and behaviors needed to become a productive Financial Advisor. and strong partner within the retail bank.
RESPONSIBILITIES
Interact with and build relationships with bank partners
Become proficient on the phone with prospecting calls, service calls and sales calls
Develop strong listening skills and the ability to take complex ideas and clearly communicate them to prospects / customers
Learn the IFG approved products for sale
Demonstrate the ability to conduct quick starts, branch meetings, referral training,
Demonstrate the ability to present products / concepts and close business through needs based selling
Track revenue reports, referrals back to the bank and appointments as needed
Assist FA partners in planning and hosting seminars and focus days
Attend IFG meetings, bank rallies and external activities
Obtain series 7 and series 65/66 after completing 6 months of employment
Adhere to current regulatory rules and regulations
Ability to meet deadlines
Ability to work closely with FA in determining ways to increase revenue.
Team player
SUPERVISORY RESPONSIBILITIES
None
#LI-GP1
Requirements
QUALIFICATIONS
NJ Life License, Series 6 and 63 registrations - required
Successful sales track record with previous employer
Strong communication skills

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