Financial Consultant

Apple Bank

. Sell non-deposit investment products within a banking environment.

Posted 9/29/2026full-timeSmithtown • New York • United StatesJuniorMid-Level💰 $72,000 - $96,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in selling non-deposit investment products and achieving sales targets within a banking environment. Proficient in training and leading teams while maintaining strong client relationships and effective communication.

Highest-signal resume keywords

Sales ExperienceNYS Life, Accident & Health LicenseFINRA Series 7FINRA Series 63FINRA Series 65 or 66

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment Product SalesSales Target AchievementClient EngagementOutbound CallingAppointment SchedulingSales TrainingFinancial Consulting

Soft Skills

Time ManagementCommunicationSelf-Motivation

Certifications & Qualifications

NYS Life, Accident & Health LicenseFINRA Series 7FINRA Series 63FINRA Series 65 or 66

Industry Keywords

Banking EnvironmentNon-Deposit Investment ProductsSales MeetingsBranch PersonnelProspective Clients

About the role

Key responsibilities & impact

Sell non-deposit investment products within a banking environment.
Achieve or surpass established sales targets and ongoing production objectives.
Lead branch sales meetings, briefings, and motivational sessions.
Execute continuous sales-generating activities, including outbound calls and appointment scheduling.
Provide training programs for all branch employees.
Engage daily with prospective clients.
Explain investment concepts clearly and concisely to potential clients.
Participate in ongoing sales and product training sessions.
Maintain effective working relationships with branch personnel.
Hold weekly meetings with Branch Managers across the assigned territory.
Fulfil additional responsibilities as required.

Requirements

What you’ll need

High school diploma or GED required.
Minimum of 2 years of sales experience as a financial consultant.
Banking experience preferred.
Must possess current NYS Life, Accident & Health license.
FINRA Series 7, 63, and Series 65 or 66 required.
Excellent time management and communication skills required.
Self-motivated with ability to work independently.
Visa sponsorship not available.