FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
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 ensuring exceptional client experiences. Proficient in building and maintaining client relationships, coaching staff, and achieving business development goals.
Highest-signal resume keywords
Investment Strategy DevelopmentInsurance Strategy DevelopmentClient Relationship ManagementFINRA Series 7 CertificationFINRA Series 66 Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningProduct KnowledgePipeline ManagementSales StrategyClient Experience Management
Soft Skills
CoachingCommunicationNetworkingProblem SolvingClient Loyalty Building
Certifications & Qualifications
FINRA Series 7FINRA Series 66Life Insurance LicenseHealth Insurance License
Industry Keywords
InvestmentInsuranceBusiness DevelopmentClient RetentionRegulatory Compliance
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, handling sales and service, identifying opportunities, and making referrals
- Acquire, expand, and maintain client relationships through business development and 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 appropriate products and present financial recommendations and guidance
- Establish and monitor individual financial plans and recommend changes
- Coach and educate branch staff and internal business partners to identify investment opportunities
- Lead branch-team actions to achieve investment results
- Communicate with branch managers and partners to build referral activity
- Review business results and pipeline management
- Meet service-level agreements on lead and referral follow-up
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
- Must comply with applicable laws, regulations, policies, and guidelines
- PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
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 and years of service