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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 managing client relationships and ensuring customer experience. Proficient in financial planning, sales execution, and compliance with regulatory requirements.
Highest-signal resume keywords
FINRA Series 7FINRA Series 66Life And Health Insurance LicenseInvestment And Insurance StrategiesFinancial Planning
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 PlanningInvestment StrategiesInsurance StrategiesSales ExecutionClient Relationship ManagementPipeline ManagementProblem SolvingProduct KnowledgeBusiness DevelopmentRisk Management
Soft Skills
Customer Experience ManagementCoachingEducationCommunicationProspecting
Certifications & Qualifications
FINRA Series 7FINRA Series 66Life And Health Insurance License
Industry Keywords
InvestmentInsuranceFinancial PlansBranch DevelopmentSales OpportunitiesReferral ActivityService-Level AgreementsEnterprise Risk ManagementFDIASAFE Act
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 efficiently
- Identify and execute sales opportunities and make referrals to internal business partners
- Acquire, expand, and maintain client relationships through branch business development and outbound calling
- 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 individual financial plans and recommend changes
- 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 referral activity
- 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
- Manage customer-focused solutions and business risk in alignment with PNC’s Enterprise Risk Management Framework
Requirements
What you’ll need- University/college degree typically required, or comparable combination of education, job-specific certifications, and experience in lieu of a degree
- Associate degree listed under Education
- FINRA Series 7 and 66, or Series 7 and 63/65, required
- Life and Health Insurance license required
- Knowledge of investment and insurance strategies
- Ability to develop financial plans and recommendations
- Ability to grow and retain investment and insurance book of business
- Customer experience management and retention skills
- Prospecting and sales skills
- Coaching and educating branch staff and internal business partners
- Ability to manage multiple priorities
- Must not require employment visa sponsorship; PNC will not participate in STEM OPT
- Subject to applicable FDIA, SAFE Act, and/or FINRA hiring requirements regarding certain 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
- Between 15 to 25 vacation days each year, depending on career level
- Additional benefits based on years of service