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Empower
BRONX, NY | Full Time
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APPLE BANK
Bronx, NY | Full Time
$59k-87k (estimate)
3 Months Ago
Financial Consultant
APPLE BANK Bronx, NY
$59k-87k (estimate)
Full Time 3 Months Ago
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APPLE BANK is Hiring a Financial Consultant Near Bronx, NY

Bronx, NY Salary Range: $72,000- $96,000 The Financial Consultant is responsible for selling non-deposit investment products within a bank environment. The successful candidate is expected to meet production goals which are reviewed on a monthly and on-going basis. This position requires an individual who is highly motivated and sales and must be service oriented and able to work well with branch employees and bank customers. ESSENTIAL DUTIES & RESPONSIBILITIES Meet or exceed sales goals. Conduct branch sales meetings, huddles, quick starts, etc. Conduct ongoing and consistent sales generating activities: Calls, book appointments, etc. Conduct training of all branch employees. Meet daily with potential customers. Establish and maintain high standards of customer service and be able to communicate investment concepts. Attend ongoing sales and product training. Maintain active working relationships with branch personnel. Meet weekly with each Branch Manager of the territory covered. Perform other duties as requested. SKILLS, EDUCATION, & EXPERIENCE High school diploma or GED required. Minimum of 2 years sales experience as a financial consultant. FINRA Series 7, 63 and series 65 or 66 required. (Licenses must be current.) Banking experience preferred. Must possess current NYS Life, Accident & Health license, Excellent time management and communication skills required. Self-motivated with ability to work independently. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes. Since 1863, Apple Bank has been a stable banking presence in New York City and its surrounding communities. We seek to put the best interests of our customers first and to manage our company prudently and responsibly. When you join the Apple Bank team, you’ll be working with a group of dedicated and talented professionals focused on delivery of an outstanding customer experience. For more than 160 years, Apple Bank has been invested in our customers and communities, striving always to put their best interests first. Along the way, our employees have been the key to our success. Whether you’re just beginning, continuing or changing your career, Apple Bank offers a range of career opportunities. We’ll support you in developing your potential to the fullest, while you contribute to our growth and success. Apple Bank’s employment policy is to provide equal opportunity to all persons. We have made a commitment to equal employment opportunity through a positive and continuing affirmative action program. No employee or applicant for employment will be discriminated against because of race, color, citizenship status, religion, sex, sexual orientation, creed, national origin, age, physical or mental disability, veteran status, political affiliation, domestic violence victim status, predisposing genetic characteristic, or any other Federal or State legally-protected classes. Apple Bank will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business. If you are interested in applying for an employment opportunity and feel you need a reasonable accommodation pursuant to the ADA, please contact us at talentacquisition@applebank.com. EEO is the Law poster: http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf EEO is the Law Supplement: http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf The Pay Transparency Notice: https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_ English_formattedESQA508c.pdf Know Your Rights: https://www.dol.gov/sites/dolgov/files/OFCCP/regs/compliance/posters/pdf/22-088_EEOC_KnowYourRights.pdf

Job Summary

JOB TYPE

Full Time

SALARY

$59k-87k (estimate)

POST DATE

02/05/2024

EXPIRATION DATE

05/30/2024

WEBSITE

applebank.com

HEADQUARTERS

NEW YORK, NY

SIZE

500 - 1,000

FOUNDED

1863

TYPE

Private

CEO

PEDRO LOPEZ

REVENUE

$200M - $500M

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About APPLE BANK

Apple Bank For Savings provides personal and business banking products and services to individuals and businesses.

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