• Retail Investments Associate Financial Consultant (International Banking and Financial Services)

    Company: Sovereign Bank

    Location: Philadelphia, PA

    Date Posted: December 14, 2013

    The Financial Consultant is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards in an effort to achieve sales results and long term client satisfaction. Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis. Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program. Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives. Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of...

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