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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 providing exceptional client experiences. Proficient in financial planning, client relationship management, and compliance with regulatory requirements.
Highest-signal resume keywords
FINRA Series 7FINRA Series 66Life and Health Insurance LicenseInvestment Strategy DevelopmentClient Relationship Management
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 StrategyInsurance StrategySales ExecutionPipeline ManagementProduct KnowledgeClient Problem SolvingCoachingBusiness DevelopmentReferral Management
Soft Skills
Effective CommunicationInterpersonal SkillsCustomer Experience ManagementAbility to Manage Multiple PrioritiesCustomer Retention
Certifications & Qualifications
FINRA Series 7FINRA Series 66Life and Health Insurance License
Industry Keywords
InvestmentInsuranceClient ExperienceSalesRegulatory 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 efficiently
- Identify sales and execute opportunities; make referrals to internal business partners
- Acquire, expand, and maintain client relationships through branch business development and outbound calling
- 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, monitor, and update individual financial plans
- Coach and educate branch staff and internal business partners on identifying investment opportunities
- Drive investment education and visibility among branch staff
- Lead branch actions to achieve investment results in partnership with branch leadership
- Communicate with internal and external partners to build relationships and drive referrals
- Review business results and pipeline management with branch managers and internal partners
- 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 comparable combination of education, job-specific certification(s), and experience in lieu of a degree
- Associate-level education listed
- Less than 1 year of professional experience typically required, and/or successful completion of a formal development program
- FINRA Series 7 and 66, or Series 7 and 63/65, required
- Life and Health Insurance license required
- Knowledge of coaching others, customer experience management, customer retention, prospecting, sales tasks and activities, and selling
- Effective communications and interpersonal relationship skills
- Ability to manage multiple priorities
- No employment visa sponsorship or STEM OPT
- Subject to FDIA Section 19 and, for registered roles, SAFE Act and/or FINRA requirements
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
- Disability accommodations
- Inclusive and accessible workplace