GENERAL FUNCTION
This position will act as an assistant to the Financial Services Manager as well as the Financial Advisors and is also an ambassador for the branch sales program. Will assist with administrative and marketing tasks as requested by supervisor. Must develop relationships counsel with customers and perform clerical duties and documentation as needed in the area of investments insurance and the branch sales program. Directs and assists walk-in customers and phone prospective customers through an organized call program. Assists in all administrative areas as directed by immediate supervisor. Occasionally schedules and organizes departmental activities such as meetings, travel, conferences, and other related functions.
MAJOR DUTIES AND RESPONSIBILITIES
Will actively work to acquire and maintain the knowledge and skills to efficiently service our customers needs and also work to acquire and maintain the knowledge to sell life insurance and annuities. Will assist with the day-to-day functions of the department while promoting bank financial services. Must become skilled in the use of Electronic Agency Management Systems. Performs other duties assigned by supervisor.
JOB QUALIFICATIONS
At least two years of sales/customer service experience or related experience or comparable education. Must procure and maintain a life & health insurance license within the requested timeframe. Knowledgeable regarding investment services but will not provide investment advice or direct selling of any securities. Good communication skills both verbal and written. Ability to travel between branches as needed. Dependable transportation. Basic computer skills and able to perform moderately complex tasks. Ability to handle and produce accurate work within a specified time frame. Demonstrates proficiency and commitment to excellence in performance of duties.