Financial Consultant

Date: Oct 1, 2021

Location: New York, NY, US, 10004

 

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 - Our bottom line is you.

Popular Insurance Sales - NY Metro


We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular Investment team!  This is a commission based position only.
 

In this position, you will:

 

  • Evaluate customers relative to financial needs, current holdings and  available investment capital by listening to and uncovering their needs and educating them about the bank and investment program products and services that are most appropriate for their situation.
     
  • Help the client to identify their investment objectives.
     
  • Pro-actively seek information from prospects and clients to understand possible changing situations, needs and desired benefits and evaluate product or service alternatives.
     
  • Establish and maintain thorough prospect file, review and access on a scheduled basis.
     
  • Monitor customer’s portfolio and make recommendations consistent with changes in economic and financial condition as well as the customer’s needs and objectives.
     

To be considered, you will need:

 

  • HS Diploma/GED and at least four years of related experience in financial services or retail organization is required; Bachelor’s degree is preferred along with relevant years of experiences.
     
  • FINRA Series 7 AND 63, and NY State Life and Health Insurance licensing required. Series 65 or 66 must be obtained within 180 days of start date
     
  • Knowledge of financial products and services related to investment activities. Examples include: Securities, Annuities, Life Insurance, Funds Flow Analysis, Investment Operations, and application of rules and regulations.
     
  • Proven ability to successfully identify customer needs and recommend the most appropriate product or service based on those needs.
     
  • Excellent sales ability, presentation, marketing, and negotiation skills.
     

 

Please consider joining our DYNAMIC, friendly team! It takes only a few minutes to check-out this great opportunity and apply!

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

To learn more about Popular, visit our website at www.popularbank.com

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We reaffirm our commitment to offer essential financial services and solutions for our customers at all times, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

 


Nearest Major Market: Manhattan
Nearest Secondary Market: New York City