Salary Range: $72,000 - $96,000
The Financial Consultant is tasked with the sale of non-deposit investment products within a banking environment for ABS Associates of New York, Inc., the wealth management division of Apple Bank. The ideal candidate will consistently achieve monthly and ongoing production objectives. This role requires a highly motivated individual who demonstrates strong sales and service orientation, as well as the ability to collaborate effectively with both branch personnel and bank clients.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Achieve or surpass established sales targets.
- Lead branch sales meetings, briefings, and motivational sessions.
- Execute continuous and consistent sales-generating activities, including outbound calls and appointment scheduling.
- Provide training programs for all branch employees.
- Engage daily with prospective clients.
- Uphold exemplary customer service standards, with the ability to explain investment concepts clearly and concisely to potential clients.
- Participate in ongoing sales and product training sessions.
- Maintain effective working relationships with branch personnel.
- Hold weekly meetings with Branch Managers across the assigned territory.
- Fulfil additional responsibilities as required.
SKILLS, EDUCATION, & EXPERIENCE
- High school diploma or GED required.
- Minimum of 2 years of 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.
Skills Required
- High school diploma or GED
- Minimum of 2 years of sales experience as a financial consultant
- Current New York State Life, Accident and Health license
- FINRA Series 7 license
- FINRA Series 63 license
- FINRA Series 65 or 66 license
- Excellent time management and communication skills
- Self-motivated with ability to work independently
- Banking experience
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.
Apple Bank For Savings Insights
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.
