Overview

POSITION SUMMARY:

This position provides investment services for the customer base and community in which First Farmers serves. Coordinate the sales activity and marketing of all investment products, Promote First Farmer’s other banking services including Agriculture loan customer introductions. Maintain licensing to sell annuities, mutual funds, stocks, life insurance, and other investment related products and comply with Raymond James Financial Services requirements.

 

DUTIES:

  1. Provide financial planning and investment options for FFBT clients
  2. Solicit clients outside FFBT customer base in similar services in an effort to expand current customer base
  3. Oversee day to day operational investment area functions
  4. Oversee investments of existing clients
  5. Prepare presentations for prospective clients
  6. Complete required client paperwork to open and maintain client relationships

 

RELATIONSHIPS/QUALIFICATIONS:

  1. Responsible to the RJFS Co-Branch Manager Operations for the fulfillment of functions and responsibilities assigned
  2. Broad knowledge of customer development and retention techniques, including prospecting and consultative selling skills
  3. 2-5 years industry experience required
  4. Ability to communicate effectively with existing and potential bank customers and fellow employees
  5. Must maintain licensing to sell annuities, mutual funds, stocks, life insurance, and other investment related products (SIE, Series 7, 66, and insurance) and comply with Raymond James Financial Services requirements

 

WORKING CONDITIONS: 

1. Normal office environment

2. Extended viewing of computer screens

3. Moderate lifting up to 25 pounds

4. Repetitive hand and arm movement

5. Moderate business traveling

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Tagged as: EARLY CAREER

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