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Job description
Newburgh, New York
nFull time
nJR4197
nThis job includes a base rate plus commissions. Total Potential Annual Earnings: $52,000 - $210,000.
nInterviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results.
nEducation and Experience:
nnnBachelors Degree or equivalent education and experience
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nnMinimum 2-3 years investment and insurance sales experience required
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n nSkills and Abilities:
nnnThorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations.
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nnStrong communication and PC skills.
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nnUnblemished compliance record.
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nnDemonstrated team player and high quality service provider.
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n nUnique Job Characteristics and Requirements:
nNASD Series 6 and Life License. Series 7 preferred. If not Series 7 licensed, FC will be required to obtain license within 90 days.
nTasks Performed:
nnn50% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team.
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nn20% Develops and executes individual business plan to meet sales goals. Maintains minimum assigned level of production consistent with individual or team goals
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nn15% Monitors client investment performance and makes appropriate recommendations.
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nn10% Cultivates and fosters proactive relationships with staff of assigned branches with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns.
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nn5% Other duties as required
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n nPhysical Requirements:
nnnCommunicate effectively with internal and/or external customers
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nnStationary 75% of time or greater
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nnMove Objects to Maximum 10 lbs
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n nWhy Work at NBT
nAt NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.
nWellbeing
nAt NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
nCommunity Involvement
nNBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
nCulture
nNBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
nCareer Development
nWhether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
nTotal Rewards
nNBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.
nBusiness Stability
nNBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
nBenefits for Full-Time Employees:
nnnGenerous Paid Time Off: At least 22 days annually, prorated in the year of hire.
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nnParental Leave: Six weeks of paid leave at 100% of your salary.
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nnComprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
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nnDental and Vision Coverage: Ensuring your overall health and well-being.
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nnFlexible Spending Accounts: For healthcare and dependent care expenses.
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nnEmployer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
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nnLife Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
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nnVoluntary Benefits: Including hospital, accident, and critical illness coverage.
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nnRetirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
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nnAdoption Assistance: Supporting your growing family.
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nnTuition Reimbursement: Invest in your education and career growth.
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nnEmployee Assistance Program (EAP): Access to support and resources.
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nnPet Insurance: For all your furry friends.
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nnFinancial and Banking Services: Various banking services benefits and financial planning assistance.
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n nBenefits for Part-Time Employees Working 20+ Hours/Week:
nnnMedical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
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nnDental and Vision Coverage: Ensuring your overall health and well-being.
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nnVoluntary Benefits: Including hospital, accident, and critical illness coverage.
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nnGenerous Parental Leave: Six weeks of paid leave at 100% of your salary.
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n nBenefits for All Part-Time Employees:
nnnRetirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
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nnPaid Sick and Safe Leave: For your health and safety.
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nnEmployee Assistance Program (EAP): Access to support and resources.
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nnFinancial and Banking Services: Various banking services benefits and financial planning assistance.
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n nApplicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.
nNBT Bank offers a stimulating work environment that recognizes talent and encourages teamwork. Our employees benefit from a total compensation package, including competitive salary, bonuses and a wide range of benefits for eligible employees. Join NBT Bank and build your career through the many growth, learning and collaborative opportunities made available across the company.
nnnEEO is the law (
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nnEEO is the Law Poster Supplement
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nnPay Transparency Nondiscrimination Provision (
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nnFamily Medical Leave Act (FMLA) Poster
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nnEmployee Polygraph Protection Act (EPPA) (
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n nNBT 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.
nNBT 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 The Human Resources Shared Service Center hours of operation are Monday through Friday, 8:00 AM to 5:00 PM EST.
Worksite address
newburgh, NY, 12551, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.