Financial Consultant Job in Millbrae, California Us

 

Establish value-added relationships with customers, to understand their financial needs and to offer solutions for those needs:

  

 

  1. Able to meet the needs of the customers, understand their financial needs and offer solutions
  2. Able to protect assets from unexpected/large scale healthcare expense and from estate taxes
  3. Include funding for a secure retirement, child’s or grand child’s educations, and growth above inflation and taxes
  4. Prospect within the financial institution by establishing relationships with customer contact associates to find appropriate customers and introduce them
  5. Engage in activities that enable access to those customers who may not frequently use the branch system
  6. Prospect outside the financial institution in order to bring in new customer relationships
  7. Sell effectively by establishing relationships with customers, finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchases the solution
  8. Engage in relationship management activities so that relationships are nurtured and expanded, additional needs are met and friends and relatives are freely referred.

 

 

QUALIFICATIONS

 

·         Education:      NASD Series 7, 66 or 63, and California Life  Health Insurance license required.

·         Experience:    Minimum three years experience in Wealth Management.

·         Language:      Bilingual in English and Mandarin/Cantonese preferred.

·         Skills/Ability:  Must display traits such as honesty, work ethic and team-orientation, must fit in

                           with the social and cultural values of the institution.  Must have the relevant product

                                 knowledge and required skills.

How to Apply:  Please send resume to jobs@cathaybank.com

E.O.E.
(M/W/D/V)