**This is a base plus incentive role. Candidates awarded the position can expect a base pay of $43,000 and high performers can expect a very generous monthly incentive and annual payout.**
Primary Purpose of Job
Manages a book of business by maintaining relationships with customers. Solicits prospective customers and sells suitable investment products. Partners with branches and licensed branch employees to grow the investment business.
Major Job Accountabilities
- Provides individual customer financial planning and advice utilizing advisory, insurance, annuities, and investment company products based on need.
- Uses engagement and discovery process to uncover client needs and uses a holistic approach to financial planning.
- Ensures own work and branch office is in compliance with applicable laws, regulations and guidelines.
- Develops a business plan to achieve sales goals and marketing activities.
- Conducts presentations and solicits prospective customers for investment products/services based on customer suitability.
- Contacts all assigned leads and branch referrals for appointments and sales presentations.
- Tracks and reports results to branches and/or management.
- Conducts branch meetings and training on a regular basis and engages in huddles and activities for all assigned branches.
- Oversees, mentors, and trains licensed branch employees in assigned branches.
- Partners with bankers and regularly meets to strategize on cross-referral opportunities.
- Meets production and revenue goals as determined by management.
- Prepares and submits all required reports in a timely manner.
- Keeps management updated regarding customer relationships and any potential issues that may arise and reports any written or verbal complaints immediately.
- Participates in client appreciation events, seminars and other bank-sponsored events.
Experience Required
Three (3) years of work experience in direct sales experience in the securities and/or insurance business.
Required Skills or Training
- Able to work during the business hours of assigned bank branches.
- Excellent written, verbal, interpersonal, and presentation skills to communicate effectively with both individuals and groups.
- Demonstrates competency in use of computer applications (MS Word, Excel, PowerPoint), email applications, and internet search engines.
Professional Certifications, Licenses, and/or Registration Requirements
- Holds current Hawaii Life and Health licenses and SIE, 7, and 66 securities registrations.
- CFP, CLU, ChFC or equivalent designations is a plus.
- Valid US driver’s license and access to transportation
**This is a base plus incentive role. Candidates awarded the position can expect a base pay of $43,000 and high performers can expect a very generous monthly incentive and annual payout.**
EOE, including disability/veterans
At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers and community. We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact us by calling 808-538-2000 and a member of our Recruitment team will follow up with you. Mahalo for your interest in American Savings Bank!
Skills Required
- Three years of direct sales experience in the securities and/or insurance business
- Current Hawaii Life and Health licenses
- SIE, Series 7, and Series 66 securities registrations
- Ability to work during the business hours of assigned bank branches
- Excellent written, verbal, interpersonal, and presentation skills
- Competency using Microsoft Word, Excel, PowerPoint, email applications, and internet search engines
- Valid United States driver's license and access to transportation
- CFP, CLU, ChFC, or equivalent designation
What We Do
American Savings Bank (ASB) has served Hawaii’s businesses and communities for over 100 years, offering a full range of financial services including business and consumer banking, home loans, insurance and investments. One of Hawaii’s leading financial institutions, ASB provides convenient online banking and branch locations statewide with evening, weekend and holiday hours. For six years, Forbes has named ASB America’s Best In-State Bank, recognizing its performance in trust, branch and digital services, customer service, financial advice, and terms and conditions. ASB pairs its customer experience with a nationally recognized employee experience. It has been named one of Hawaii Business Magazine’s Best Places to Work for 15 years and honored by American Banker as one of the Best Banks to Work For, by Newsweek as one of America’s Greatest Workplaces, and by Fortune as one of the 100 Best Workplaces for Women and 50 Best Workplaces for Diversity. Through its Seeds of Service program, ASB teammates have contributed more than 136,000 volunteer hours, with millions of dollars donated to Hawaii nonprofits and community organizations. For more information, follow American Savings Bank on Facebook, Instagram and LinkedIn.
