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Financial Advisor in Topeka, KS

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COMPANY

Pfied

Base Salary: Yes (amount not posted)
Total Comp: Not Listed
Location:
Industry: Financial
Benefits: Full
Customers: Medium
Car Allowance: No
Sales Cycle: salesCycle
Travel: Only in Territory
Kansas:, Topeka

JOB DESCRIPTION

Apr 06, 2016
Attention Finance, Insurance, and Sales professionalsare you ready to take on a position that challenges your skills and rewards your performance? Corefirst Bank & Trust is looking for motivated and capable individuals to fill the role of Financial Advisor in their Topeka, KS market! The Financial Advisor is responsible for activities to promote growth of the Investment Group and to accomplish managements objectives of attracting new business.

We Offer Our Financial Advisors:
Industry Competitive Payouts
Medical, Dental and Vision Insurance
401(k) with employer contribution
Employee Stock Options
Group Life Insurance
3 Weeks Vacation
Training Program and much more!

Responsibilities:
Reach sales goals through managing personal activity.
Sells investment products such as annuities and mutual funds.
Refers banking products to banking product account executives.
Sets goals with supervisor on both direct sales and referrals and achieve those goals.
Manages weekly activity: prospecting, appointment levels and selling levels.
Maintains clean sales practice and ensures all actions conform to bank plans and policies.
Builds and maintains outstanding bank and branch relations.
Motivates and encourages staff positively to gain confidence and obtain referrals.
Reciprocates with bank/branch staff on referrals.
Ensures all investment customers have an account with the bank.
Communicates with staff and branch managers individually and through staff meetings.
Assists in training the staff both one-on-one and through meetings.
Builds and maintains great customer service.
Builds long-term relationship with customers.
Finds assets for future business.
Ties into good bank-branch relations.
Provides excellent customer service and contribute toward meeting the Banks mission.

Requirements:
2 years of investment-related sales experience strongly preferred.
FINRA Series 7 (REQUIRED).
FINRA Series 65 and 63 OR Series 66 preferred.
Kansas Life & Health Insurance License.
College degree preferred.

About Us:
CoreFirst Bank & Trust was founded in Topeka, Kansas in 1959 as Commerce Bank & Trust. Over the next five decades, Commerce built an impressive list of customer service firsts - all based around the core philosophy of providing outstanding banking convenience. These included offering the regions first 24-hour ATMs, first grocery store branches, first extended and weekend hours, and a host of technological innovations, all leading to exemplary customer satisfaction and retention. The bank grew to be the largest in the area and in 1995 was nationally recognized as the Best Bank in Kansas by Money Magazine.