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Posted: Monday, January 8, 2018 7:41 AM

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Develops and maintains client relationships to meet branch and individual sales and asset goals. This is achieved by assessing client needs, identifying the products available that meet the clients' needs, and convincing the client to obtain the identified products through the assistance of the Financial Advisor.

Essential Duties and Responsibilities:

The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Develop and maintain a profitable level of investment product sales that meet recognized needs of properly qualified clients and the firm's need for income.

2. Improve upon historical results through full time concentration upon the sales effort and an increased focus on developing relationships with BB&T employees to foster relationships that generate referrals of BB&T clients to BB&T Scott & Stringfellow.

3. Determine specific customer needs and see that appropriate market transactions are executed on a timely basis.

4. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.

5. Maintain an understanding of all products currently offered by BB&T Scott & Stringfellow.

6. Conduct investment product educational seminars for internal personnel, clients and potential clients.

7. Continually recognize an employee's responsibility to represent the total firm in all client and outside relationships, and view every public contact as an opportunity to sell the total firm and all of its services through appropriate referrals.

Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. High School degree or equivalent education and related training

2. Financial Industry Regulatory Authority (FINRA) series 7, 66 (or 63/65), plus the Life &Health Insurance license

3. Demonstrated ability to persuade others

4. Excellent interpersonal and communication skills

5. Demonstrated proficiency in basic computer applications such as Microsoft Office software products6. Ability to travel, occasionally overnight

Desired Skills:

1. Associate's or Bachelor's degree

2. Previous experience in a sales environment

BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify


Associated topics: broker, call center, client, healthcare, insurance sales agent, life insurance agent, retail, sales, sales agent, sell


• Location: Greenville

• Post ID: 26926942 greenville is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018