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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and implementing investment and insurance strategies while maintaining strong client relationships. Proficient in financial analysis, client prospecting, and coaching branch staff to enhance customer experience and drive business growth.
Highest-signal resume keywords
FINRA Series 7FINRA Series 66Life And Health InsuranceClient Relationship BuildingFinancial Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Strategy DevelopmentFinancial PlanningCredit Risk AnalysisFinancial ModelingSales Task Management
Soft Skills
Effective CommunicationCoachingCustomer Experience ManagementRelationship ManagementPublic Speaking
Certifications & Qualifications
Bachelor's DegreeJob-Specific Certifications
Industry Keywords
Investment BankingClient ProspectingBusiness DevelopmentClient NetworkingService-Level Agreements
About the role
Key responsibilities & impact- Consult on investment and insurance strategies and develop financial plans for clients
- Grow and retain an investment and insurance book of business
- Own the client experience by handling sales and service, identifying and executing opportunities, and making referrals to internal business partners
- Acquire, expand, and maintain client relationships through business development and client networking
- Grow client loyalty and share of wallet through an exceptional client experience
- Apply product and procedural knowledge to solve client problems
- Develop and implement investment and insurance strategies and determine suitable products
- Present financial recommendations and guidance
- Establish, monitor, and update individual financial plans based on client needs and objectives
- Coach and educate branch staff and internal business partners to identify investment opportunities
- Drive investment education and visibility among branch staff
- Lead branch actions to achieve investment results in partnership with the branch manager and/or investment sales associate
- Communicate with internal and external partners to build relationships and drive referrals
- Review business results and pipeline management with the branch manager and internal business partners
- Meet service-level agreements for lead and referral follow-up
- Adhere to applicable laws, regulations, policies, and guidelines
Requirements
What you’ll need- University / college degree typically required, or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
- 2+ years of relevant professional experience
- Bachelor's degree listed under Education
- FINRA Series 7 and 66 (or 63, 65) required
- Life and Health Insurance required
- Knowledge of client prospecting, client relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, public speaking, relationship building, and relationship management
- Ability to coach others, manage customer experience and retention, communicate effectively, manage multiple priorities, prospect, perform sales tasks and activities, and sell
- No employment visa sponsorship or STEM OPT participation
Benefits
Comp & perks- Medical/prescription drug coverage with a Health Savings Account feature
- Dental and vision options
- Employee and spouse/child life insurance
- Short- and long-term disability protection
- 401(k) with PNC match
- Pension plan
- Stock purchase plan
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- Robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year
- 15 to 25 vacation days each year, depending on career level
- Years-of-service benefits