Posted: Tuesday, January 16, 2018 7:09 AM
Join the Popular Team
Founded in 1893, Popular Inc. has been built upon strong institutional values while providing broad financial services within the United States, Puerto Rico, and the Caribbean.
We strive to create an extraordinary legacy with a passion for customer service, tremendous dedication to our employees and strong partnerships in the communities where we reside. Come explore Popular Community Bank and see why we are "The Human Side of Banking."
Popular Insurance Sales : NY Metro 13;
This position is responsible for seeking business for the Popular Investments unit and their broker:dealer through bank customers and potential customers by building effective relationships and trust and providing an excellent customer experience. This position counsels and advises customers with regard to their financial holdings and offers financial products and services including mutual funds, equity:linked CDs, life insurance, and annuities to clients for investment purposes.
In this position, you will: 13;
:Evaluate customers relative to their financial needs, current situation and holdings, and available investment capital by profiling and uncovering their needs and educating them about the products and services that are most appropriate for their situation, including cross referrals back to the bank for loans and deposit products.
:Help the client to identify their investment objectives.
:Pro:actively seek information from clients and prospective clients to understand possible changing situations, needs and desired benefits and evaluate product or service alternatives.
:Establish and maintain thorough prospect files and notes. Review and access on a scheduled basis.
:Open, transfer, and close customer accounts as necessary.
:Follow up promptly on customer service requests, for withdrawals, changes, and other needs.
:Maintain appropriate account records and ensure all documentation required is provided and completed.
:Obtain and verify all customer purchases and sales instructions, enter orders and follow:up on completion of all transactions.
:Responsible for the explanation of the organization, participants, and functions of various securities markets and the principal factors that impact them.
:Monitor customers portfolio and make recommendations consistent with changes in economic and financial condition as well as the customers needs and objectives.
:Ensure duties are performed in accordance with just and equitable principles of trade, federal and state laws and industry regulations.
:Position will include additional sales development responsibilities as the sales process builds.
To be considered, you will need: 13;
:Bachelors Degree with related experience in financial services or retail organization required. Comparable work experience can be considered.
:2+ years counselling customers and selling financial products desirable.
:FINRA Series 6, 63, and state insurance licensing required. FINRA Series 7 (and 65 or 66) to be obtained within 12 months.
Fluency in Microsoft Word and Excel.
:Capability to learn quickly and achieve proficiency in new software applications as needed.
:Banking : Current knowledge of banking products, services, policies, procedures, and regulations to ensure compliance related to area of responsibility. Complete knowledge of all securities products, sales and service techniques.
:Operational/Regulatory Processes : Knowledge on budget administration, resources allocation, organizations policies, regulations, objectives, and initiatives according to the jobs responsibilities. Ability to establish, conduct and track (audit) operational processes properly, and implement changes.
:Investments : Knowledge of financial products and services related to investment activities.
:Marketing and Product Management : Knowledge of principles and methods for showing, pro
• Location: Brooklyn
• Post ID: 153192412 brooklyn