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Financial Consultant II
Req. Number:
382916
Responsibilities
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers.
The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices. Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory. We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
Qualifications
Series 7 and 65/66, Life Accident & Health licenses (Series 24 a plus)
Bachelor's degree or equivalent work experience
Excellent oral and written communication skills
A team orientation with a strong work ethic and entrepreneurial spirit are desired
3 or more years experience selling investment products
Strong computer skills and experience utilizing laptop technology.
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Monday-Friday 8:00AM-5:00PM
Equal Employment Opportunity
It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
382916
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Location Information
Branford
,
CT
USA
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