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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 Insurance LicenseFinancial AnalysisClient Relationship Building
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 StrategiesInsurance StrategiesFinancial PlanningCredit Risk AnalysisFinancial Modeling
Soft Skills
Effective CommunicationCoaching OthersCustomer Experience ManagementRelationship ManagementInterpersonal Relationships
Certifications & Qualifications
FINRA Series 7FINRA Series 66Life And Health Insurance License
Industry Keywords
Investment BankingClient ProspectingCustomer EngagementSales TasksBusiness Development
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 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 appropriately and efficiently
- Develop and implement investment and insurance strategies
- Determine appropriate products to support client strategies
- Present financial recommendations and guidance
- Establish and monitor individual financial plans and recommend changes as needed
- Coach and educate branch staff and internal business partners to identify investment opportunities
- Drive investment education and visibility among branch staff
- Lead branch-team actions to achieve investment results in partnership with the branch manager and/or investment sales associate
- Communicate regularly with branch managers and internal business partners about business results and pipeline management
- 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 Series 7 and 63/65, required
- Life and Health Insurance license 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
- Competency in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling
- No employment visa sponsorship or STEM OPT participation
- Must satisfy applicable FDIA Section 19 and, for registered roles, SAFE Act and/or FINRA requirements regarding criminal history
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, unless otherwise required by law
- 15 to 25 vacation days each year, depending on career level
- Additional paid time off based on years of service
- Administrative support
- Robust training program
- State-of-the-art technology