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 tailored to client needs, while ensuring compliance with applicable regulations. Strong focus on client relationship management, financial analysis, and effective communication to enhance client loyalty 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
Coaching OthersEffective CommunicationsCustomer Experience ManagementInterpersonal RelationshipsManaging Multiple Priorities
Certifications & Qualifications
FINRA Series 7FINRA Series 66Life and Health Insurance License
Industry Keywords
Client ProspectingCustomer EngagementSales Tasks and ActivitiesRelationship 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 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 for clients
- Determine appropriate products to support client strategies
- Present financial recommendations and guidance to clients
- Establish individual financial plans based on client financial needs and objectives
- Monitor financial plans and recommend changes as needed
- Coach and educate internal business partners to identify investment opportunities
- Drive investment education and visibility among internal business partners
- Communicate regularly with internal and external partners to build relationships and drive referral activity
- Meet with internal business partners to communicate and review business results and pipeline management
- Meet service level agreements on lead and referral follow-up
- Adhere to applicable laws, regulations, policies, and guidelines
- Assess and manage risks in accordance with PNC's Enterprise Risk Management Framework
Requirements
What you’ll need- University / college degree typically required
- 3+ years of relevant / direct industry experience typically required
- Comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree
- FINRA Series 7 and 66, or Series 7 and 63/65, required
- Life and Health Insurance license required
- No employment visa sponsorship or STEM OPT participation
- Preferred skills: Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
- Competencies: Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks and Activities, Selling
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 time off based on years of service