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Date : Jan 5, 2025 Location :
New York, NY, US, 10017
display : inline; } Company : Popular Workplace Type : On-site
Financial Consultant
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.
Keep a pulse on the job market with advanced job matching technology.
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