Top 305 Life insurance Jobs in Barre Vt

Investment Consultant
Northfield Savings Bank —Barre, VT
- $61,500 a year
- Office
- Finance
- Business development
Quick Apply
State Licensed Preneed Sales Funeral Director
Guare & Sons Funeral Home —Montpelier, VT
- $40,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
4d
Sales Agent
AAA Auto Club Enterprises —Montpelier, VT
- $60,000 - $100,000 a year
- Full-time
- Clean driving record
- Sales
- Customer service
- Paid training
- Paid parental leave
Quick Apply
12d
Sales Representative – Vermont / New England
Runamok Maple LLC —Vermont
- $55,000 - $70,000 a year
- Full-time
- Background check
- Merchandising
- English
- Health insurance
- Dental insurance
Quick Apply
12d
RV Sales Associate
Blue Compass RV East Montpelier —East Montpelier, VT
- $75,000 - $150,000 a year
- Weekends as needed
- Clean driving record
- Dealership
- Communication skills
- Paid training
- Paid holidays
Quick Apply
14d
Insurance Agent
HealthMarkets —Vermont
- Mid-level
- 4 years
Financial Advisor
Edward Jones —Waterbury, VT
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
7d
Management Trainee - Montpelier, VT
Enterprise Mobility —Barre, VT
- $24.61 an hour
- Overtime
- 18 years or older
- Military
- Restaurant management
- Profit sharing
- Health insurance
13d
Brewery Inside Sales Rep (Out of MA)
Trapp Family Lodge —Stowe, VT
- $48,000 - $52,000 a year
- Weekends as needed
- Inventory management
- Mid-level
- High school diploma or GED
- Health savings account
- Health insurance
Quick Apply
9d
Licensed Sales Professional (LSP) - VT
Allstate —Vermont
- $36,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
Traveling Retail Merchandiser
SAS Retail Services —Barre, VT
- $18 an hour
- Part-time
- 18 years or older
- Up to 50% travel
- Merchandising
- Travel reimbursement
- Paid training
Retail Merchandiser
SAS Retail Services —Montpelier, VT
- $18 an hour
- Part-time
- 18 years or older
- Merchandising
- No experience needed
- Health insurance
- Dental insurance
Retail Merchandiser Team Lead
SAS Retail Services —Hardwick, VT
- $19 an hour
- Full-time
- 18 years or older
- Merchandising
- No experience needed
- Health insurance
- Dental insurance
Account Management Assistant
The Hilb Group —Barre, VT
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Health savings account
- Disability insurance
Data Scanning Associate
RDSolutions —Barre, VT
- Part-time
- 18 years or older
- Clean driving record
- No experience needed
- Mileage reimbursement
- 401(k) matching
Independent Scanning Specialist
RDSolutions —Barre, VT
- Part-time
- 18 years or older
- Clean driving record
- No experience needed
- Mileage reimbursement
- 401(k) matching
Store Scanning Specialist
RDSolutions —Barre, VT
- Part-time
- 18 years or older
- Clean driving record
- No experience needed
- Mileage reimbursement
- 401(k) matching
Retail Associates
Hobby Lobby —Berlin, VT
- $15.75 - $21.15 an hour
- Part-time
- Entry level
- Paid holidays
- Disability insurance
Field Collection Specialist
RDSolutions —Barre, VT
- Part-time
- Clean driving record
- High school diploma or GED
- Driver's License
- Mileage reimbursement
- 401(k) matching
Price Scanning Specialist
RDSolutions —Barre, VT
- Choose your own hours
- 18 years or older
- Clean driving record
- High school diploma or GED
- Mileage reimbursement
- 401(k) matching

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Investment Consultant

Northfield Savings Bank -
Barre, VT

Quick Apply

Job Details

$61,500 a year

Qualifications

Business development management
Financial sales
Customer relationship building
Professional ethics
Series 66
Series 7
Business development
Financial product expertise
Business development within finance
Banking business development
Community relationship building
Experience practicing in the securities industry
Portfolio diversification strategy
Retirement planning advisory services
Consultative selling

Full Job Description

Key Responsibilities

Develop and manage trusted relationships with clients by understanding their financial goals, risk tolerance, and long-term objectives.
Deliver comprehensive wealth management, investment, retirement, and financial planning solutions tailored to client needs.
Build and maintain a strong pipeline of new business opportunities through referrals, networking, community involvement, and partnership with internal bank teams.
Conduct client portfolio reviews and recommend investment strategies aligned with clients' evolving circumstances and market conditions.
Collaborate with retail, business banking, mortgage, and commercial banking teams to identify and serve wealth management opportunities.
Ensure compliance with all applicable regulatory requirements, firm policies, and industry standards.
Maintain thorough and accurate client records, investment documentation, and suitability assessments.
Monitor market trends, economic conditions, and regulatory developments to provide informed guidance and recommendations.
Participate in community and professional organizations to enhance visibility and strengthen client relationships.
Meet or exceed established business development, asset growth, and client retention goals.

Disclaimer: What is listed above is representative of the position's responsibilities, but is not meant to be an exhaustive list, nor does it reflect a complete job description. Responsibilities may change during employment at Northfield Savings Bank at the company's discretion.

Required Qualifications

Bachelors degree in Finance, Business Administration, Economics, Accounting, or a related field, or equivalent combination of education and experience.
Demonstrated experience in investment advisory, wealth management, financial planning, or financial services.
Strong understanding of investment products, retirement planning, asset allocation, and portfolio management principles.
Excellent relationship-building, business development, and consultative sales skills.
Strong verbal and written communication skills with the ability to explain complex financial concepts clearly and effectively.
Proven ability to work independently while collaborating effectively within a team environment.
High degree of professionalism, integrity, discretion, and commitment to fiduciary and ethical standards.
This role is designated as an Officer role within the bank
Vice President level candidates must possess a minimum of 10 years of relevant wealth management , investment advisory, or financial services experience

Bank Officer Designation

This role is designated as an Officer role within the bank
Vice President level candidates must possess a minimum of 10 years of relevant wealth management , investment advisory, or financial services experience

Licensing Requirements

Active FNRA Series 7 and Series 66 licenses
State Life and Health Insurance license preferred; required within six months of employment
Certified Financial Planner (CFP) designation preferred.

Professional Development & Career Advancement

We're committed to developing talent from within. Whether you're looking to enhance your credentials, expand your expertise, or pursue leadership opportunities, we'll support your professional journey every step of the way.
Your growth is our investment. Through mentorship, training, continuing education, and career development resources, you'll have the tools and support to reach your full potential.

Compensation

Base compensation range at hire (dependent on experience): $61,500 + Commissions

Studies have shown that women and people of color are less likely to apply for jobs if they believe they do not meet every qualification. At NSB, our goal is to find the best candidate for the job and build a diverse, inclusive, and authentic workplace. We will consider an equivalent combination of knowledge, skills, education, and experience to meet qualifications. If you are excited about this role but your past experiences do not align perfectly, we still encourage you to apply! You may be a great candidate for this role or another open role we have.

Questions? Contact Us.

[email protected]

(800) 672-2274

Northfield Savings Bank is an Equal Opportunity Employer.

Work Location: In person

Quick Apply

Refine Your Search

life insurance jobs in barre vt

Investment Consultant

State Licensed Preneed Sales Funeral Director

Sales Agent

Sales Representative – Vermont / New England

RV Sales Associate

Insurance Agent

Financial Advisor

Management Trainee - Montpelier, VT

Brewery Inside Sales Rep (Out of MA)

Licensed Sales Professional (LSP) - VT

Traveling Retail Merchandiser

Retail Merchandiser

Retail Merchandiser Team Lead

Account Management Assistant

Data Scanning Associate

Independent Scanning Specialist

Store Scanning Specialist

Retail Associates

Field Collection Specialist

Price Scanning Specialist

I want to receive the latest job alert for life insurance in barre vt

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