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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 LicenseClient 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 StrategiesInsurance StrategiesFinancial PlanningFinancial ModelingCredit Risk Analysis
Soft Skills
CoachingEffective CommunicationCustomer Experience ManagementInterpersonal RelationshipsSales Skills
Certifications & Qualifications
FINRA Series 7FINRA Series 66Life And Health Insurance License
Industry Keywords
Client ProspectingBusiness DevelopmentCustomer EngagementRelationship ManagementInvestment Banking
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 or executing opportunities, and making internal referrals
- Acquire, expand, and maintain client relationships through business development and client networking
- Grow client loyalty and share of wallet through exceptional client experiences
- Apply product and procedural knowledge to solve client problems
- Develop and implement investment and insurance strategies
- Determine suitable products and present financial recommendations and guidance
- Establish and monitor 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 actions to achieve investment results with the branch manager and/or investment sales associate
- Communicate with internal and external partners to build relationships and drive referrals
- Meet with the branch manager and internal business partners to review 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
- 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
- Ability in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling
- Must satisfy applicable FDIA, SAFE Act, and/or FINRA hiring requirements
- PNC will not provide employment visa sponsorship or participate in STEM OPT
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
- 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
- Incentive-eligible compensation based on company, business and/or individual performance
- Robust training program
- Administrative support
- State-of-the-art technology