Provides leadership and directs the activities of business development team within a specific market area delivering investment management and risk (insurance) management. Responsible for achieving team production goals as well as individual production goals as assigned.
Education and Experience:
- Bachelors Degree or equivalent education and experience
- Minimum 2-3 years investment and insurance sales experience required
Skills and Abilities:
- Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations.
- Strong communication and PC skills.
- Unblemished compliance record.
- Demonstrated team player and high quality service provider.
Unique Job Characteristics and Requirements:
FINRA Series 6 & 63 or 66 and State Required Life, Accident and Health, Licenses. Series 7 and Series 24 preferred. If not Series 7 licensed, FC will be required to obtain license within 90 days.
Tasks Performed:
- 35% Provides direction, training and coaching to assure goals are met and overall development of team's skills and book of business continues. Meets regularly with assigned Financial Consultants to discuss sales ideas, referral opportunites, sales efforts, current investment climate, customer insights and results.
- 20% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team.
- 15% Develops and executes individual business plan to meet sales goals. Monitors client investment performance and makes appropriate recommendations. Maintains minimum assigned level of production consistent with individual or team goals
- 15% Sets goals for team members and evaluates individual performance. Participates in recruiting and hiring of new team members and takes leadership role in training and development of new team members.
- 10% Cultivates and fosters proactive relationships with staff of assigned markets with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns.
- 5% Other duties as required
Physical Requirements:
- Communicate effectively with internal and/or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.
Skills Required
- Bachelors Degree or equivalent education and experience
- Minimum 2-3 years investment and insurance sales experience
- FINRA Series 6 & 63 or 66 and State Required Life, Accident and Health Licenses
- Series 7 and Series 24 preferred
NBT Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NBT Bank and has not been reviewed or approved by NBT Bank.
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Retirement Support — Retirement offerings include a 401(k) with company match alongside a pension plan—an uncommon combination. Mentions of a match up to 6% and positive callouts of the pension reinforce depth.
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Leave & Time Off Breadth — Time-off benefits include paid holidays and substantial PTO. Generous starting PTO amounts are specifically referenced.
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Wellbeing & Lifestyle Benefits — Resources include an Employee Assistance Program, financial wellness tools, and wellness champions, with recognition such as Cigna’s 2025 Gold Healthy Workforce Designation. Banking product discounts and development support complement these offerings.
NBT Bank Insights
What We Do
NBT Bancorp Inc. is a financial services holding company headquartered in Norwich, N.Y. The company primarily operates through NBT Bank, N.A., a full-service community bank and two financial services companies. NBT Bank has over 150 locations in seven states with offices in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank is an Equal Housing Lender and member of FDIC. EPIC Advisors, Inc., based in Rochester, N.Y., is a full-service 401(k) plan recordkeeping firm. NBT Insurance Agency, LLC, based in Norwich, N.Y., is a full-service insurance agency.
