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Job description
Job Overview
Entry level sales position in the Retail Financial Services Division. Incumbents will obtain the necessary licenses, learn operations standards, and develop sales techniques required for success as a Financial Consultant. The role requires meeting with customers and prospects to determine investments and insurance needs, recommend appropriate products, and make appropriate referrals to business partners. The incumbent also monitors client investment performance and provides recommendations.
Key Responsibilities
Interview and profile customers/prospects to determine investment and insurance needs, recommend appropriate products, and make referrals to branch or regional market teams (50%).
Provide sales assistance to Financial Consultants (25%).
Develop and execute an individual business plan to meet sales goals and maintain a minimum assigned level of production consistent with team goals (20%).
Perform other duties as assigned (5%).
Licensing / Education
Must obtain Series 7, 63 registration, and Life & Health Insurance Licenses within 12 months of assuming job responsibilities. Education: Bachelor’s degree in a related financial services field or equivalent education and experience.
Qualifications and Skills
Knowledge of general business practices.
Effective communication skills.
Effective interpersonal skills.
Proficiency in Microsoft Office 365.
Physical Requirements
Communicate effectively with internal and/or external customers. Stationary 75% or more of the time. Move objects up to 10 lbs.
EEO Statement
NBT Bank is an equal opportunity employer and fully supports a diversified environment. We do not discriminate against any applicant or employee because of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status or veteran status, recently separated veterans, genetic information, victims of domestic violence and stalking or any other class protected by Federal, State or local law. This policy applies to all terms of employment. NBT Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the Careers website or submission process, please call or contact us via email at
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.