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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 effectively managing client relationships and enhancing customer experiences. Proficient in financial analysis, client prospecting, and coaching branch staff to drive investment results.
Highest-signal resume keywords
FINRA Series 7FINRA Series 66Life InsuranceHealth InsuranceFinancial 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 PlanningClient Relationship ManagementCredit Risk AnalysisFinancial ModelingSales ActivitiesClient ProspectingInvestment BankingPublic Speaking
Soft Skills
CoachingCommunicationCustomer EngagementRelationship BuildingManaging Multiple Priorities
Certifications & Qualifications
Bachelor's DegreeJob-Specific Certifications
Industry Keywords
Client ExperienceBusiness DevelopmentRisk ManagementReferral ActivityService-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 sales opportunities, 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 appropriately and efficiently
- Develop and implement investment and insurance strategies
- Determine suitable products to support client strategies
- Present financial recommendations and guidance
- Establish individual financial plans based on client needs and objectives
- 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-team 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 referral activity
- Meet regularly 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
- Manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework
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 63 and 65) required
- Life and Health Insurance required
- Appropriate knowledge, skills, and abilities for the role
- 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 experiences and retention, communicate effectively, manage multiple priorities, prospect, perform sales activities, and sell
- Must comply with applicable laws, regulations, policies, and guidelines
- PNC will not provide sponsorship for employment visas 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
- 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 benefits based on years of service