What are the responsibilities and job description for the Camden Financial Consultants Associate Consultant position at Camden National Bank?
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If you’re looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you’ve come to the right place.
Get to know us:
- We’re your local community bank—and have been since 1875—that is committed to providing excellent customer service and giving back to our communities.
- We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard.
- Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization.
- We’ve been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being.
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Position Summary:
Camden National Bank is seeking an entry level candidate to license, train and grow as a member of their team. Working under the leadership and direction of one-two licensed Consultants, the Junior Consultant will gain experience and knowledge, while working with a small portfolio of accounts to achieve sales goals.
Essential Duties and Responsibilities:
- Service, maintain and cultivate client relationships
- Work under a Consultant to sell investment management and other Company products and services to prospects in a designated region under an assigned sales goal, with an increasing emphasis on developing outside referral sources
- Develop new investment management and financial planning business through internal referrals and actively developing and following up on outside referral sources
- Partner with Consultants to conduct prospect visits, develop knowledge of prospect financial situations, propose solutions and close sales
- Establish and grow a network of inside and outside referral sources for new business
- Ensure work is in compliance with applicable laws, regulations and guidelines
Basic Qualifications:
- Bachelor's degree (B. A.) from four-year college or university
- 1 -6 months related experience and/or training; or equivalent combination of education and experience
- Must prepare for and pass FINRA SIE Security Industry Essentials, series 7 and 66 licenses, and Maine state insurance license
- Top-notch public speaking skills
- Strong computer navigation and keyboarding skills
Preferred Qualifications:
- Prior sales and/or business development
- Eagerness to learn about financial sales and service, financial management, investments, and retirement plans
Skills and Abilities:
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
- Ability to write reports and business correspondence
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Supervisory Skills:
- This role does not require supervisory skills
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Our comprehensive total rewards package offers something for everyone!
- Robust medical, dental, and vision insurance packages
- Generous time off, including paid federal holidays and paid day off for your birthday
- 401(k) retirement savings plan
- Tuition reimbursement, professional development, and career growth opportunities
- Employee assistance program
- Comprehensive wellness program
Pursue a career at Camden National Bank and apply today. We can't wait to hear from you!
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We are guided and inspired by our Core Values:
- Honest and Integrity above all else
- Trust built on fairness
- Service that creates remarkable experiences
- Responsibility to use our resources for the greater good
- Excellence through hard work and lifelong learning
- Diversity realized through inclusion and respect
Equal Opportunity Employer
Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status.
Learn more about why employees love working at Camden National Bank!
