American Savings Bank

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Associate Financial Consultant

at American Savings Bank

Posted: 10/24/2017
Job Reference #: 5000274337606
Keywords:

Job Description

Job Title

Associate Financial Consultant

Location

Kihei Branch-9046

Job Description

Partners with a Financial Consultant in achieving sales goals. Primary objective is to deepen the relationship of those clients within the Financial Consultant's book of business. Additionally, the AFC must cultivate prospects from the Bank's retail branch network. [Note: An AFC will be partnered with only those Financial Consultants who meet defined threshold metrics including the number of clients; value of Assets Under Management (AUM); the percent of revenue generated by current book of business; and produces a minimum annual amount of Net Dealer Concession (NDC).]
 
To apply please email npodo@asbhawaii.com

Qualifications

Minimum Education Requirements: High School or Equivalent

Experience Required:

2 years - Direct selling experience in the Securities and/or insurance business

 

Required Skills or Training:

  • Demonstrates competency in use of computer applications (MS Word, Excel, PowerPoint), email applications, and internet search engines
  • Highly effective communication skills -- both verbal and written
  • Demonstrates comfort and confidence in presenting to individual clients or to large groups

 

Professional Certifications, Licenses, and/or Registration:

  • Current Series 6 & 63 registration (Series 7 preferred); must obtain Series 65 or 66 within six (6) months of hire
  • Current State of Hawaii life & health insurance sales license
  • CFP, CLU, or ChFC designation or equivalent sales experience
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