Supports the designated Financial Advisor(s) efforts to advise clients on Life Insurance, Annuity & Investment strategies.
Essential Duties and Responsibilities:
- Assist Financial Advisor(s) in achieving their goals in building and maintaining client bases. This includes but not limited to maintaining documentation, assisting, and providing exceptional service to current and prospective customers; prompt and professional response to customers (calls/emails) will foster FBIP’s image and reputation.
- Execute unsolicited trades within compliance with securities and insurance regulations.
- Foster relationships to maintain and cultivate business to the Investment team.
- Assist in any training of current and new team members.
- Assist Financial Advisors in monitoring client accounts balance.
- Maintain compliance to Raymond James protocols and standards in customer interactions and trade acceptance. In addition, responsible to adhere to FirstBank policy and procedures and operational integrity.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
- High school diploma or general educational degree (GED) required.
- College degree preferred but not required.
- 2+ years of experience in sales assistance position; experience in Investments preferred.
Skills and Abilities
- Superior customer service skills
- Strong communications skills (written and verbal)
- Comfortable in a fast-paced environment with multiple responsibilities, tasks and projects
- Able to organize and manage large amounts of documentation and information
- Self-directed and able to work without supervision
- Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information.
- Respectful demeanor toward other associates and managers that promotes a positive and professional work environment.
