Financial Consultant

NBT Bancorp Inc. is a $5 billion financial services holding company headquartered in the Southern Tier of New York in Norwich (approximately 65 miles south of Syracuse, NY). The Company's primary subsidiaries are NBT Bank, N.A. and NBT Financial Services, Inc. 

NBT Bank, N.A. is a full-service community bank offering a complete range of retail and commercial banking products as well as trust and investment services. NBT Bank conducts business through two operating divisions - with over 80 full service branches in 18 upstate New York counties and Pennstar Bank with 39 full service branches in a six county region in northeastern Pennsylvania.

NBT Financial Services provides financial and insurance products through representatives located at NBT Bank offices. EPIC Advisors, Inc., based in Rochester, NY, a subsidiary of NBT Financial Services, is a full service 401(k) record keeping firm serving financial institutions and small and medium sized companies accounting for $2.5 billion in assets. 

We are currently recruiting for a Financial Consultant working for our Financial Services Division in the Mohwak Valley region of  New York.  Reporting to the Financial Services Sales Manager, the Financial Consultant will:

• Interview and profile customer/prospects to determine investment and insurance needs
• Recommend appropriate products and make referrals to branches
• Monitor client investment performance and make recommendations
• Meet regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results

A Bachelor's degree or equivalent education and experience plus a minimum of two years investment and insurance sales experience required.  A thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations.  Unblemished compliance record.  Strong communication skills.  Demonstrated team palyer and high qualify service provider.  NASD Series 6 and Lif Licenses required.  Series 7 preferred.  If not Series 7 licensed,  must be able to obtain within 90 days. 

NBT Financial Services offers an environment that recognizes talent and encourages teamwork. A competitive compensation package including benefits, base salary and commission are offered.

Please see our website at http://www.nbtbank.com/ for more information on our company.

EOE M/F/D/V Pre-employment drug screens, criminal background and credit checks are run on all final applicants.