Financial Consultant (Investment/Insurance)

Location: Garden City, NY 11530; onsite role with travel between assigned branches and a few overnight stays per year for training and recognition

Company

hirify.global provides retail banking, investment, and insurance services.

What you will do

• Meet with customers and prospects to understand financial needs and recommend suitable investment and insurance products.
• Create customized investment strategies based on customer goals, time frames, and comfort with market risk.
• Build relationships with retail bank branches and direct investment sales for assigned licensed bankers.
• Coach, train, set goals for, and support licensed bankers in prospecting and investment sales activities.
• Manage customer communications, paperwork, reporting, and a compliant investment business.
• Analyze and resolve customer and business problems while maintaining effective stakeholder relationships.

Requirements

• High school diploma, GED, HiSET, TASC, or foreign equivalent.
• At least 2 years of retail sales experience.
• Life, Health and Accident licenses are required; licenses not held at hire must be obtained within the specified onboarding period.
• Series 7 and Series 63 and/or Series 66 licenses are required or must be obtained within the specified onboarding periods.
• Variable Annuity licensing is required or must be obtained within the specified onboarding period.
• Strong sales execution, customer service, communication, relationship-building, problem-solving, teamwork, and coaching skills.

Nice to have

• Undergraduate degree or equivalent experience.
• Banking experience.
• Investment or insurance industry sales experience.
• Retail investment sales experience.
• Experience coaching or leading a team.

Culture & Benefits

• Medical, dental, vision, life, and disability insurance.
• Comprehensive leave program.
• Collaborative work with branch employees, bank customers, and internal stakeholders.
• Regular compliance training and adherence to federal, state, and local regulations.
• Role includes driving, standing, sitting, walking, and occasional lifting.