PNC is a leading financial services company that is committed to delivering exceptional customer experiences. As a Licensed Investment Services Consultant, you will coach and educate partners, promote PNC's products, and manage client relationships to help clients achieve their financial goals.
Responsibilities
- Actively and regularly coaches and educates internal eco partners to drive investment visibility, identify investment opportunities, and lead team on actions to achieve investment results
- Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity
- Make referrals to internal business partners as appropriate
- Promotes PNC's products and services to existing and prospective clients held either collectively in a book of business or through referred opportunities, demonstrating how PNC can help them achieve their financial goals
- Identifies opportunities through meaningful conversations with customers
- Develop and implement investment and insurance strategies and provide sound guidance for clients by recommending the best products to support such strategies
- Applies product and procedural knowledge to solve client problems appropriately and efficiently
- Owns and manages the end-to-end client experience, efficiently handling service transactions and identifying and executing sales opportunities
- Creates customer loyalty and grows customer share of wallet through a differentiated customer experience
- Meets service level agreements on lead and referral follow up as it relates to service and sales opportunities
- Adheres to all applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts
Skills
- University / college degree with < 1 year of professional experience and/or successful completion of a formal development program
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
- FINRA Series 7 required
- FINRA Series 66 (or 63 & 65) required
- Life and Health Insurance required
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management
Benefits
- Medical/prescription drug coverage (with a Health Savings Account feature)
- Dental and vision options
- Employee and spouse/child life insurance
- Short and long-term disability protection
- 401(k) with PNC match
- Pension and stock purchase plans
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- A robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- Between 15 to 25 vacation days each year, depending on career level; and years of service
Company Overview
PNC is a financial service company providing bank deposits products and services to its community. It was founded in 1845, and is headquartered in Pittsburgh, Pennsylvania, USA, with a workforce of 10001+ employees. Its website is http://www.pnc.com.