Financial Advisor - Centralized, Peabody, MA
Company: Santander Holdings USA Inc
Location: Peabody
Posted on: October 25, 2024
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Job Description:
Financial Advisor - Centralized, Peabody, MAPeabody, United
States of AmericaUSA Job Family Description: Identifies and pursues
new sales prospects within existing or untapped markets. Gathers
market intelligence, generates leads, and develops
proposals/campaigns to garner new business, ensuring a consistent
flow of new revenues to the company. Uses knowledge of markets,
industries, and clients to determine demand, future trends and
potential projects. Works pre-developed lead lists to generate
business and identify new customer prospects.
USA Job Function Description: Identifies and pursues new sales
prospects within existing or untapped markets. Gathers market
intelligence, generates leads, and develops proposals/campaigns to
garner new business, ensuring a consistent flow of new revenues to
the company. Uses knowledge of markets, industries, and clients to
determine demand, future trends and potential projects.
Essential Functions/Responsibility Statements:
Achieve and exceed both individual and branch related sales and
revenue goals as defined on a quarterly basis
Maintain compliance with all applicable bank, broker/dealer, State
and Federal regulations associated with the sale of investment and
insurance products including Santander Policy Statement governing
the sale of uninsured products
When appropriate, provide leads to branch personnel for the sale of
other bank products and services such as deposit accounts and
loans
Attend and actively participate in sales meetings, training
initiatives, and planning sessions related to the development and
growth of the program
Develop and execute quarterly business development plans in
accordance with sales management's objectives surrounding the
marketing and promotion of investment products and services
Maintain records, master operational procedures, and provide sales
and activity reports per management's request in a timely and
efficient manner
Create strong internal and external relationships in an effort to
develop referral sources and meet appointment objectives
Maintain required professional training and license requirements,
including knowledge of FINRA compliance, FDIC compliance, the
Bank's uninsured Products Policy Statement and all applicable state
and federal regulations
Provide active mentoring and coaching to all Licensed Bank
Employees (LBEs) assigned within your branch territory
Hold frequent client appointments, seminars and branch training
sessions in an effort to secure long-term client relationships and
provide sales leadership to internal business partners regarding
investment and insurance products
Qualifications: To perform this job successfully, an individual
must be able to perform each essential duty satisfactorily. The
requirements listed below are representative of the knowledge,
skill, and/or ability required. Reasonable accommodations may be
made to enable individuals with disabilities to perform the
essential functions.
Education:
Bachelor's Degree or equivalent work experience: Finance,
Economics, Management Information Systems, Statistics or equivalent
field Req
Master's Degree Finance, Economics, Management Information Systems,
Statistics or equivalent field Pref
Work Experience:
5+ Years Experience providing investment guidance and advice to
clients Req
5+ Years Req
Skills and Abilities:
Very strong interpersonal communication skills, complemented by
both excellent verbal and written communication
Superior knowledge of financial analysis, risk evaluation, loan
documentation
Strong relationship management and negotiation skills via a phone
channel
Ability of using logic and reasoning to identify the strengths and
weaknesses of alternative solutions, conclusions, or approaches to
problems
Attention to detail, being careful about detail and thorough in
completing work tasks
Strong social orientation, preferring to work with others rather
than alone, and being personally connected with others on the
job
Demonstrated proficiency with Microsoft Office applications
Diversity & EEO Statements: At Santander, we value and respect
differences in our workforce and strive to increase the diversity
of our teams. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified
applicants will receive consideration for employment without regard
to race, color, religion, sex, sexual orientation, gender identity,
national origin, genetics, disability, age, veteran status or any
other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as
sitting, standing and walking. Occasional moving and lifting
equipment and furniture is required to support onsite and offsite
meeting setup and teardown. Physically capable of lifting up to
fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: This job description does not list all of the job
duties of the job. You may be asked by your supervisors or managers
to perform other duties. You may be evaluated in part based upon
your performance of the tasks listed in this job description. The
employer has the right to revise this job description at any time.
This job description is not a contract for employment and either
you or the employer may terminate at any time for any reason.
Primary Location: -Peabody, MA, Peabody
Other Locations: -Massachusetts-Peabody
Organization: -Santander Bank N.A.
Keywords: Santander Holdings USA Inc, Peabody , Financial Advisor - Centralized, Peabody, MA, Accounting, Auditing , Peabody, Massachusetts
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