BWIS Financial Consultant - Huron

: 19186BWIS Financial Consultant - Huron Full Time Regular posted 03/12/2010Huron, SDRedfield, SD RequirementsPosition SummaryResponsible for providing financial planning strategies for clients by assessing the client's past, present and future financial needs, objectives and requirements. These needs and requirements are met by providing financial advice and investment products.Position Accountabilities1. Meets BWIS monthly sales and revenue goals by providing financial strategies for client financial needs through profiling and analyzing what investment products are in the client's best interest.2. Completes and submits all required BWIS paperwork and documentation neatly, accurately and in a timely manner. Follows all policies and procedures as it pertains to client accounts and transactions.3. Maintains and follows all regulatory and BWIS compliance policies and procedures.4. Maintains licensing requirements in the form of continuing education, and fulfillment of compliance and regulatory requirements.5. Establishes and maintains relationships with branch personnel by creating enthusiasm by creative ways to generate referrals, for example, call nights.6. Provides outstanding customer service by following up on any client service request.7. Provides sales training and coaching for branch personnel in conjunction with BWIS Regional Sales Manager.8. Performs other duties as assigned.Job SpecificationsReq Education or Equivalent Experience. High school diploma or equivalent combination of education and work experienceRequired Experience. Two+ years of sales experience in securities/financial industryRequired License/Certification. NASD Series 7, 63, and state insurance license(s)Field of Experience. Knowledge of securities/financial industry. Effectively communicate to diverse clientele. Proficient in Microsoft Office software, including Word and Excel, and ability to navigate easily through Internet-based systemsAdministrative/Technical Skills. Bank product and service knowledge. Customer service skills. Excellent verbal and written communication skills. Personal computer skills. Planning and organizational skills. Sales presentation skills. Team playerLevel Supervised. No supervisory responsibilityPhysical Requirements. Sedentary Work: lifting a maximum of 10 pounds, frequent standing/walking