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Licensed Financial Specialist
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$50,000 - $70,000 a year
- The Financial Specialist (FS) builds strong customer relationships by providing expert sales and service assistance, while offering valuable financial solutions.
- The Financial Specialist is a pivotal driver of exceptional in-branch customer experiences, with a primary goal of driving investment revenue.
- In partnership with Rhinebeck Asset Management, the FS will work to build relationships with Bank customers through proactive calling efforts, set appointments, identify investment and insurance opportunities, and recommend appropriate products and/or refer to a Financial Advisor.
- Proactively make outbound sales calls to both existing and prospective customers
- Maintain accurate and up-to-date sales tracking reports, to include consistent use of RB Connect.
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