POSITION SUMMARY:
Sell investment products including but not limited to stocks, bonds, mutual funds, fixed, indexed, immediate and variable annuities, life insurance, LTC insurance, UITs, ETFs, and REITs.
OBJECTIVES OF THIS ROLE:
- Sell investment products and/or services based on customer needs and agreed upon production goals.
- Utilize sales training skills to provide outstanding customer service.
- Generate and maintain a marketing program within designated market area.
RESPONSIBILITIES:
- Provide regular reviews of existing clients’ portfolios.
- Complete GPM Plan for all managed accounts.
- Attend Office meetings in designated market area to provide training to staff.
- Cross sell F&M Bank products and services.
- Complete continuing education to maintain securities and insurance licenses.
- Complete and satisfactorily pass tests for bank policy and regulations that apply to position.
