What are the responsibilities and job description for the Financial Services Professional position at German American Bancorp?
Job Overview: German American Bancorp is seeking a skilled Financial Consultant to provide exceptional customer service and sell brokerage and advisory services to clients in our Investments Division. As a Financial Consultant, you will work with clients to determine and recommend appropriate investment strategies and products that meet their goals.
Daily Responsibilities:
Requirements and Qualifications:
Daily Responsibilities:
- You will spend time face-to-face with clients, explaining and selling a broad range of investment products.
- Working with both new and existing clients, you will be responsible for opening and maintaining client accounts.
- Daily duties will include processing of customer requests and initiating and confirming client orders.
Requirements and Qualifications:
- FINRA registrations (Series 7 and 63/65, or 66 securities licenses, life and health insurance license)
- Bachelor's degree in Business or Finance, or equivalent work experience
- Ability to communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member
- Proficiency in Microsoft Word and Excel
