- 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
- 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.
- 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
- Bachelor's Degree or equivalent work experience.
- 5+ years of work experience providing investment guidance and advice to clients.
- Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards.
- Degrees such as an MBA, CFP, CHLU or CHFC preferred.
- Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required.
- Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner
- Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities
- Thorough understanding of economic principles and compliance standards
- Very strong interpersonal communication skills, complemented by both excellent verbal and written communication
- Superior knowledge of financial analysis, risk evaluation, loan documentation.
- Motivating, developing, and directing people as they work, identifying the best people for the job.
- Strong relationship management and negotiation skills
- 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.
- 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 50 pounds, able to bend, kneel, climb ladders.
-
Santander Consumer USA Hershey, United StatesFinancial Advisor, Hershey/ Harrisburg, PA Area. Hershey, United States of America. 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/de Financial Advisor, Financial, ...
-
Financial Advisor, Hershey/Harrisburg, PA Area
3 weeks ago
Santander Hershey, United StatesFinancial Advisor, Hershey/Harrisburg, PA Area · Country: United States of America · 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 r ...
-
Financial Advisor, Hershey/Harrisburg, PA Area
2 weeks ago
Santander Holdings USA Inc Camp Hill, United States Full timeFinancial Advisor, Hershey/Harrisburg, PA AreaHershey, United States of AmericaAchieve 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 regulation ...
-
Pharmacy Intern-Harrisburg Area
3 weeks ago
University of Pittsburgh Medical Center Harrisburg, United StatesUnder the general direction of the Pharmacy Manager and Director, and general supervision of the Staff Pharmacist, the Pharmacy intern will perform a wide variety of functions to support the provision of pharmaceutical care to patients at UPMC. These services will be provided in ...
-
Pharmacy Intern-Harrisburg Area
3 weeks ago
UPMC Harrisburg, United StatesUnder the general direction of the Pharmacy Manager and Director, and general supervision of the Staff Pharmacist, the Pharmacy intern will perform a wide variety of functions to support the provision of pharmaceutical care to patients at UPMC. These services will be provided in ...
-
CNA - Full Time - Harrisburg area
2 weeks ago
Hospice of Central PA - Harrisburg Harrisburg, United States Full timeFind your Purpose at Hospice of Central PA · We are a Central Pennsylvania based Non-profit Hospice & Post-Acute Healthcare Organization specializing in home-centered care and we are seeking a talented Full Time Certified Nurse Assistant who will direct personal care, assistance ...
-
CNA - Full Time - Harrisburg area
1 week ago
Hospice of Central PA - Harrisburg Harrisburg, United States Full timeJob Description · Job DescriptionFind your Purpose at Hospice of Central PA · We are a Central Pennsylvania based Non-profit Hospice & Post-Acute Healthcare Organization specializing in home-centered care and we are seeking a talented Full Time Certified Nurse Assistant who will ...
-
Pediatrician Needed in the Harrisburg, PA area
2 weeks ago
GO Staffing Harrisburg, PA, United StatesGreat group in the Harrisburg, PA area looking for a BC/BE Pediatrician to join their team.Full time, perm, M-F with most days being 8a-5p.One late night every 4-6 weeks until 7: ppd.35 hours of patient time with 5 hours of admin.No call or weekends.Open to new grads.Must be vacc ...
-
The Curare Group Harrisburg, United StatesThis growing, multi-site healthcare system in south-central Pennsylvania has an exciting opportunity for an adult Endocrinologist. Join a successful practice specializing in the treatment of diabetes, thyroid, pituitary, osteoporosis, and menopause issues in the outpatient settin ...
-
Psychiatrist Opening Harrisburg, PA area
2 weeks ago
B.E.L. & Associates Harrisburg, PA, United States Full timeGeneral Psychiatrist opening for Director of Behavioral Health at out patient center near Harrisburg, PA. No Call and School Loan Repayment. Work Monday-Friday 8 AM to 5 PM. 80% Clinical and 20% Administrative. Work in office setting with other practitioners and APPS as full Beha ...
-
GO Staffing Harrisburg, PA, United StatesGreat group in the Harrisburg, PA area looking for BC/BE Family Practice or Internal Medicine Physician to join their team.Full time, perm, M-F with most days being 8a-5p. One late night every 4-6 weeks until 7:30p ppd. 35 hours of patient time with 5 hours of admin, no call or w ...
-
University of Pittsburgh Medical Center Harrisburg, United StatesUPMC is Growing the Home Health Team · UPMC Home Health is hiring a full-time Licensed Practical Nurse (LPN) For the Harrisburg, Mechanicsburg, and Carlise areas. You will work Monday - Friday daylight shifts from 8:00 a.m. - 4:00 p.m. with rotating holidays and weekends approxim ...
-
UPMC Harrisburg, PA, United StatesUPMC is Growing the Home Health Team · UPMC Home Health is hiring a full-time Licensed Practical Nurse (LPN) For the Harrisburg, Mechanicsburg, and Carlise areas. You will work Monday - Friday daylight shifts from 8:00 a.m. - 4:00 p.m. with rotating holidays and weekends approxim ...
-
The Curare Group Harrisburg, PA, United StatesJoin a nationally recognized leader in providing high quality, patient-centered healthcare in central Pennsylvania. The ideal candidate will enjoy a rewarding opportunity that incorporates both clinical and teaching opportunities. New graduates are encouraged to apply. · Practice ...
-
The Curare Group Harrisburg, PA , USA, United StatesOne of the premier tertiary care, integrated health systems on the East Coast has an exciting opportunity for a fellowship-trained Minimally Invasive Gynecologic Surgeon (MIGS) to join our client's growing women's health division. Oversee residents and medical student education. ...
-
The Curare Group Harrisburg, United StatesJoin a behavioral health practice with five General Psychiatrists, four Child/Adolescent Psychiatrists, one Nurse Practitioner, one Physician Assistant, eight Behavioral Health Therapists, and a full support team. This small Pennsylvania community is located within close proximit ...
-
Remodeling Laborer
1 week ago
Ebersole Remodeling Hershey, United StatesEbersole Remodeling is a rapidly growing home improvement company based in Hershey, PA. Our primary focus is on residential kitchen, bathroom, and basement remodeling. We also perform full home renovations from time to time. · The average week consists of working on 2 to 3 differ ...
-
Volunteer: Logistics Lead
1 week ago
American Red Cross Hershey, United States_**UNPAID VOLUNTEER OPPORTUNITY**_ · - **Opportunity available within the state of Pennsylvania**_ · **Totes of Hope Logistics Lead - Harrisburg area** · **Purpose** · Take the lead in fostering Red Cross connections with community partners and advocating for the military communi ...
-
Demolition Laborer
2 days ago
Jade Technologies, Inc. Hershey, United States**Job description** · **Are you looking for a physically demanding job with a great team and competitive pay?** · Our Central PA Demolition Crew is seeking reliable, full-time, **DIRECT HIRE**, Demolition Laborers to join our crew in the Harrisburg area for a six to eight week pr ...
-
Soliant Harrisburg, United StatesMinimum 1+ years speech therapy experience required. · Soliant has partnered with an education community in the greater Harrisburg, PA area to place an Early Intervention (Preschool) Speech-Language Pathologist. · Details of the position below: · Full- or part-time applicants wel ...
Financial Advisor, Hershey/Harrisburg, PA Area - Santander Bank
Description
Financial Advisor, Hershey/Harrisburg, PA Area
Hershey, United States of America
Qualifications
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:
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.
Bachelor of Science (BS) English
Primary Location: Hershey, PA, Hershey
Other Locations: Pennsylvania-Hershey,Pennsylvania-Camp Hill
Organization: Santander Bank N.A.