Financial Consultant Job at Popular, New York, NY

NkxLNzNGRFlENXNFM05VNnN0bUZaNXVYZ2c9PQ==
  • Popular
  • New York, NY

Job Description

Popular Insurance Sales - NY Metro


We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular Investment team! This is a commission based position only.

 

In this position, you will:

 

  • Evaluate customers relative to financial needs, current holdings and available investment capital by listening to and uncovering their needs and educating them about the bank and investment program products and services that are most appropriate for their situation.

     
  • Help the client to identify their investment objectives.

     
  • Pro-actively seek information from prospects and clients to understand possible changing situations, needs and desired benefits and evaluate product or service alternatives.

     
  • Establish and maintain thorough prospect file, review and access on a scheduled basis.

     
  • Monitor customer’s portfolio and make recommendations consistent with changes in economic and financial condition as well as the customer’s needs and objectives.

     

To be considered, you will need:

 

  • HS Diploma/GED and at least four years of related experience in financial services or retail organization is required; Bachelor’s degree is preferred along with relevant years of experiences.

     
  • FINRA Series 7 AND 63, and NY State Life and Health Insurance licensing required. Series 65 or 66 must be obtained within 180 days of start date

     
  • Knowledge of financial products and services related to investment activities. Examples include: Securities, Annuities, Life Insurance, Funds Flow Analysis, Investment Operations, and application of rules and regulations.

     
  • Proven ability to successfully identify customer needs and recommend the most appropriate product or service based on those needs.

     
  • Excellent sales ability, presentation, marketing, and negotiation skills.

     

Salary Range Information


Our base salary for this position located in New York City generally ranges between $62,400.00 and $62,400.00​ annually, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits. Base salary may vary if position is based in other geographic locations.

 

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

 

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com . This email inbox is monitored for such types of requests only . All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

 

Are you ready for a rewarding career?

 

Popular is an Equal Opportunity Employer
Learn more about us at and keep updated with our latest job postings at .
Connect with us!
LinkedIn | Facebook | Twitter | Instagram

 

If you are a California resident, please click here to learn more about your privacy rights.

 

Job Tags

Immediate start,

Similar Jobs

Fud

AI Freelance Writer and Editor Job at Fud

We are a growing start-up company looking for an AI Freelance Writer and Editor to join our community. As an AI Freelance Writer and Editor, you will be responsible for a variety of tasks to help our community, including researching, sharing, and mentoring others to succeed...

American Airlines

Ramp Service Agent Part Time Job at American Airlines

 ...aircraft when needed ~Position beverage and luggage carts around the ramp area ~Works outdoors in various weather conditions ~Work...  ...click here to see what a day in the life of a Fleet Service Agent looks like! What you'll do (cont.) General Report to position... 

Athlete

Senior Performance Coach - Forever Athlete Job at Athlete

 ...and adults of all fitness levels utilizing learnings from our scientific research in human performance. Our forward-thinking approach to collaboration with hospital systems, professional sports teams, universities and independent school districts is setting new standards... 

Hilton

Overnight Shuttle Driver/Security Officer - Embassy Suites by Hilton Seattle Tacoma International Airport Job at Hilton

 ...The Embassy Suites by Hilton Seattle Tacoma Internantional Airportis in immediate need of a Shuttle Driver/Overnight Security Officerto join their team! The Embassy Suites Seattle Airport is only a six-minute walk from Tukwila station, that provides direct links to downtown... 

Get It Recruit - Educational Services

School Based Speech Language Pathologist - Remote | WFH Job at Get It Recruit - Educational Services

We are looking for a passionate and dedicated Virtual Speech-Language Pathologist (SLP) to join our team and provide teletherapy services to K-12 students in a California school district for the remainder of the 2024-2025 school year. This is a remote position, allowing...