American Savings Bank · 3 days ago
Associate Financial Advisor - Investment Services
Honolulu, HI
Full-time
Onsite
Entry Level
2+ years expAmerican Savings Bank is seeking an Associate Financial Advisor to work collaboratively with Financial Advisors and Sales Managers to grow and service an existing client base while developing new clients. The role involves creating financial plans with investment strategies, conducting seminars, and generating referrals to meet production and revenue goals.
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Responsibilities
Develops, recommends and implements a financial plan with investment strategies that incorporate investments and insurance products (including advisory, mutual funds, annuities, equities, fixed income investments, life insurance, etc.) tailored to specific client needs and goals
Takes lead from Sales Manager and other Financial Advisors, who serve as co-mentors to AFA
Develops and executes business plan in assigned territory in conjunction with the FA and Sales Manager
If applicable, works with assigned FA with their existing book of business: taking over smaller clients of the FA while also building their own business in assigned branches based on client segmentation thresholds as determined by management. Attends client meetings and deepens new and existing client relationships by uncovering additional business opportunities in alliance with the FA(s) to close the business
Generates referrals from networking with branch and business partners (i.e. Home Loans, Business Banking)
Conducts seminars/presentations to grow the business and solicits prospective customers for investment and insurance products and services in assigned branches
Conducts branch meetings and training with LBE and branch teammates on a regular basis for all assigned branches to mine business opportunities for both FA as well as AFA
Identifies leads and actively generates ideas to connect with current and prospective clients. Contacts all assigned leads and branch referrals for appointments and sales presentations. Tracks and reports results to branches and/or management
Meets production and revenue goals as determined by management. Attends coaching and training sessions with Sales Manager and FAs to improve sales skills and industry knowledge
Determines customer suitability for investment and insurance products by using the financial profile worksheet or its equivalent and analyzing the customer’s financial status
Assists with Licensed Sales Assistant duties and responsibilities as necessary
Keeps abreast of new planning tools, products, and resources, changing regulations and professional standards
Qualification
Required
Minimum two (2) years of Direct sales experience in the Securities and/or insurance industry
Understanding of and compliance with all aspects of ASB & Cetera policies and practices, including laws and regulations governing the duties and responsibilities of investment sales
Willingness to be coached and learn sales strategies and financial planning concepts
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
Holds current Hawaii Life and Health licenses and SIE, 7, and 66 securities registrations
Valid US Driver's License and access to a personal vehicle
Company
American Savings Bank
American Savings Bank provides Personal Banking, Home Loans, Commercial Banking, Loans.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Ann Teranishi
President & CEO
Tony Mizuno
Executive Vice President
Recent News
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