Financial Advisor - Orlando |
| Financial Advisor Orlando, FL Description:A Financial Advisor combines personal skills with all the ... |
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Sales Associate II |
| Location: Orlando, FL Reference Code: 0800436 Job Summary: Under general supervision, ... |
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Soft Dollar Processing Manager |
| Job Description:
Responsible for the day to day operation of this 2 person unit.
Individual will ... |
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Financial Analyst |
| CAREER LEVEL: Experienced (Non-Manager) ... |
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Stockbroker Intern 09N (2103) |
| 12800 Corporate Hill DriveSt. Louis,MO 63131 Reference Code 129745 ... |
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Financial Advisor - Pensacola |
| Financial Advisor Pensacola, FL Description:A Financial Advisor combines personal skills with all ... |
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Case Manager/Client Care Associate |
| Job Purpose:
Client Care Associate/ Case Manager/ Associate Financial Advisor
Duties:
* O... |
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Private Mortgage Banker 2 |
| Job Description: Private Mortgage Bankers enable affluent clients to leverage their assets and ... |
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Financial Advisor - Sarasota |
| Financial Advisor Sarasota, FL Description:A Financial Advisor combines personal skills with all ... |
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Financial Services Exec III-(Financial Advisor)-Clermont, FL
| Details |
Country: USA
Location: Florida-Orlando Clermont, FL
Total applied: 23 |
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Financial Services Exec III-(Financial Advisor)-Clermont, FL
Countrywide Bank, FSB is a member of the Countrywide family of companies is among the nation’s fastest-growing and ranks among the 20 largest national banks.* We’re already the nation’s 16th largest – with 184 financial centers nationwide and are the 3rd largest Federal Savings Bank in the nation. Countrywide Bank and Countrywide Investment Services offers highly competitive deposit products to customers nationwide through financial centers, office locations, call centers and internet services. Building upon a history of success, Countrywide Bank continues nationwide expansion of financial center locations. * Based on current assets and other banking data reported to the Federal Deposit Insurance Corporation (FDIC) ) 1st quarter, 2007. Financial Services Executive III Primary Responsibilities Include:· Developing, maintaining and supporting the sale of Banking, Investment and Insurance products and services· Selling Single Premium Life, Fixed Annuity, Variable Annuity, Index Annuity and a select group of Mutual Fund products· Developing business, generating and following-up on leads· Working with prospective and existing customers to assess financial needs· Identifying and selling the appropriate Countrywide Bank, Countrywide Investment Services and Countrywide Insurance Services products and services based on those needs· Assisting customers with opening accounts and completing transactions with customers or referring customers/prospective customers to affiliates· Referring customer leads and and/or customer business to Financial Consultants, Premiere Business Bankers, Countrywide Mortgage and/or others with in Countrywide Financial Corporation· Managing and updating the Company's Tracking Systems and Contact Management Databases to maximize Sales productivity and ensure that Sales and Marketing Programs are effectively executed· Supporting Countrywide's commitment to compliance by adhering to all applicable federal, state and local laws and regulations and Countrywide Bank's policies and procedures A Successful Candidate Will Have:· Associate's degree and/or equivalent experience· 1+ year of related experience· NASD Series 6 and/or 7 license· NASD Series 63 license· Annuity license and state-specific Insurance license· Excellent sales skills -- ability to ask for and close the business· Strong interpersonal and verbal/written communication skills· Basic PC skills and knowledge of Microsoft Windows and the Internet· Familiarity with Sales Tracking and/or Customer Contact software systems· Competency and experience in the use of technology· Excellent time-management skills· Proven ability to be detail-oriented and highly self-motivated· Knowledge basic Banking and Banking products The Ideal Candidate May Also Possess:· Strong business development skills Countrywide is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE. M/F/D/V.
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