Financial Advisor

POSITION SUMMARY:

Sell investment products including but not limited to stocks, bonds, mutual funds, fixed, indexed, immediate and variable annuities, life insurance, LTC insurance, UITs, ETFs, and REITs.

OBJECTIVES OF THIS ROLE:

• Sell investment products and/or services based on customer needs and agreed upon production goals.
• Utilize sales training skills to provide outstanding customer service.
• Generate and maintain a marketing program within designated market area.

RESPONSIBILITIES:

• Provide regular reviews of existing clients’ portfolios.
• Complete GPM Plan for all managed accounts.
• Attend Office meetings in designated market area to provide training to staff.
• Cross sell F&M Bank products and services.
• Complete continuing education to maintain securities and insurance licenses.
• Complete and satisfactorily pass tests for bank policy and regulations that apply to position.