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Financial Representative - IFG

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
 
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