• Provides individual customer financial planning and advice utilizing advisory, insurance, annuities, and investment company products based on need.
• Uses engagement and discovery process to uncover client needs and uses a holistic approach to financial planning.
• Ensures own work and branch office is in compliance with applicable laws, regulations and guidelines.
• Develops a business plan to achieve sales goals and marketing activities.
• Conducts presentations and solicits prospective customers for investment products/services based on customer suitability.
• Contacts all assigned leads and branch referrals for appointments and sales presentations. Tracks and reports results to branches and/or management.
• Conducts branch meetings and training on a regular basis, and engages in huddles and activities for all assigned branches.
• Oversees, mentors, and trains licensed branch employees in assigned branches.
• Partners with bankers and regularly meets to strategize on cross-referral opportunities.
• Meets production and revenue goals as determined by management. Prepares and submits all required reports in a timely manner.
• Keeps management updated regarding customer relationships and any potential issues that may arise and reports any written or verbal complaints immediately.
• Participates in client appreciation events, seminars and other bank-sponsored events.

Experience Required
Three (3) years of work experience in direct sales experience in the securities and/or insurance business.

Required Skills or Training

• Able to work during the business hours of assigned bank branches.
• Excellent written, verbal, interpersonal, and presentation skills to communicate effectively with both individuals and groups.
• Demonstrates competency in use of computer applications (MS Word, Excel, PowerPoint), email applications, and internet search engines.

Professional Certifications, Licenses, and/or Registration Requirements

• Holds current Hawaii Life and Health licenses and SIE, 7, and 66 securities registrations.
• CFP, CLU, ChFC or equivalent designations is a plus.
• Valid US driver's license and access to transportation.

$36,000 guaranteed annual base salary with a very competitive incentive compensation program

EOE, including disability/veterans