Job Description
PREFERRED PROFILE:
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- Bachelor’s Degree preferred.
- State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
- Knowledge of core investment products including fixed and variable annuities and mutual funds.
- Must have fundamental understanding of Bank services and operations.
- Market (investment) knowledge.
- Experience in investment sales or related fields.
- Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.
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