Job Description
Job Description
Vice President & Financial Advisor
GSB Investments & Insurance
Onsite
FUNCTION:
Serves as a Mutual Employee of Greenfield Savings Bank, and Osaic, Inc. Overall responsibility for managing the day to day operations of investment and insurance products and services through Osaic, Inc. Responsible for meeting with Trust Department clients to determine their goals and confirm their needs.
RESPONSIBLITIES:
- Accepts and conforms to the terms of the employment agreement(s) executed between the employee and the Bank including a mutual employment agreement executed between the employee, the Bank, Osaic, Inc.
- Identifies and solicits business from potential clients through personal contacts and referrals.
- Meets with clients to determine financial and/or insurance needs. Provide advice regarding taxes, estate planning and benefit programs.
- Responsible for maintaining on-going knowledge of current market conditions, new products, services and tax law changes within the financial services industry.
- Ensures that the Oasic offices, marketing materials, client files, seminar materials and new accounts are compliant with all state and federal laws and regulatory requirements and guidelines.
- Ensures adherence to all policies, procedures and requirements of the Bank and Osaic.
- Conducts training of Bank personnel to enhance the success of the Bank’s investment referral process.
- Works with senior management to develop and implement goals and objectives as set forth in the Bank’s annual business plan.
- Learn and become proficient with the Trust Accounting system and all technology utilized in the Trust department.
- Meet/confer with lawyers, accountants and other professionals representing current and potential customers.
- Develop a customer prospect list from new and existing clients to meet with in order to educate prospects on Wealth Management and Investments & Insurance products and services.
- Research organizations and individuals using various methods, including online social media, to identify new leads and potential new markets
- Actively call on existing and prospective customers to develop and expand Greenfield Savings Bank’s relationships.
- Obtain and develop senior level quality referral sources and contacts from business interactions.
- Make presentations on solutions and services that meet or predict the customers’ future needs and achieve further penetration of the overall relationship with business owners and their employees.
- Meet business development goals.
- Represent the Bank by participating in community affairs, clubs and organizations to assess the needs of the community, enhance the Bank’s visibility and increase new business opportunities.
- Perform other similar duties as required or requested by supervisor.
KNOWLEDGE/SKILLS EXPERIENCE REQUIRMENTS:
- Track record of successful sales/service performance in the investment services business.
- Extensive knowledge of investment and insurance products and services and their application and appropriateness to individual customer needs and goals.
- Ability to motivate people and communicate effectively through excellent interpersonal skills.
- Possess a four-year college degree or comparable work experience and 3-8 years of experience in the sale of investment and insurance products.
- Possess a current Series 7, Series 63/65 or 66, Life, Accident and Health Insurance License. CFP designation preferred.
- Able to travel freely around Western Massachusetts without restriction.
Greenfield Savings Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity and/or expression, national origin, disability status, protected veteran status, age, marital status, or any other protected class.