Smithtown, NY
Salary Range: $72,000 - $96,000
The Financial Consultant is responsible for selling non-deposit investment products within a bank environment. The successful candidate is expected to meet production goals which are reviewed on a monthly and on-going basis. This position requires an individual who is highly motivated and sales and must be service oriented and able to work well with branch employees and bank customers.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Meet or exceed sales goals.
- Conduct branch sales meetings, huddles, quick starts, etc.
- Conduct ongoing and consistent sales generating activities: Calls, book appointments, etc.
- Conduct training of all branch employees.
- Meet daily with potential customers.
- Establish and maintain high standards of customer service and be able to communicate investment concepts.
- Attend ongoing sales and product training.
- Maintain active working relationships with branch personnel.
- Meet weekly with each Branch Manager of the territory covered.
- Perform other duties as requested.
SKILLS, EDUCATION, & EXPERIENCE
- High school diploma or GED required.
- Minimum of 7+ years sales experience as a financial consultant.
- Banking experience preferred.
- Must possess current NYS Life, Accident & Health license,
- FINRA Series 7, 63 and series 65 or 66 required.
- Excellent time management and communication skills required.
- Self-motivated with ability to work independently.
Visa sponsorship not available.
We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.
Apple Bank For Savings Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Apple Bank For Savings and has not been reviewed or approved by Apple Bank For Savings.
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Leave & Time Off Breadth — PTO and paid holidays are frequently highlighted as strong components, with some roles citing generous vacation totals. Feedback suggests time-off policies contribute meaningfully to overall perceived package value.
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Fair & Transparent Compensation — Public postings provide clear hourly ranges for frontline roles, helping candidates calibrate expectations. Feedback suggests this transparency improves perceived fairness even when overall pay levels are viewed as average.
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Retirement Support — A 401(k) plan is in place and positively acknowledged by some, indicating baseline retirement benefits are available. Even when described as modest, the program is seen as a useful part of total rewards.
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What We Do
As the largest state-chartered savings bank in New York, with over $16.8B in assets, Apple Bank offers a full range of retail banking services to individuals and businesses across the five boroughs of New York City, Long Island, Westchester and Rockland counties, and New Jersey. No employee or applicant for employment will be discriminated against because of race, color, religion, sex, sexual orientation, gender identity, pregnancy and lactation accommodations, arrest or conviction records, credit history, caregiver, domestic violence victim status, national origin, disability, age, immigration or citizenship status, marital status, military and/or veteran status, or any other Federal or State legally-protected classes.
