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Posting Date :
4-16-2018
Primary Location :
Orlando / Central FL Area, FL US
Work Address :
7455 Chancellor Drive
Job ID :
W451798
Schedule :
Full-time
:
Client-Advisory-Center-(CAC)-Financial-Advisor-(Orlando,-FL)
Job Description :
Job Description
Provides investment advice in a call center environment with an assigned book of business. Consults with clients to uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment portfolio. Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the SunTrust Code of Conduct.  New hires must fulfill all license and registration minimum requirements within 6 months of hire date; otherwise they may be subject to termination. Series 7, and 66 or equivalent registrations are required.  Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities.  
 
Handles routine inbound service calls from customers independently while looking for sales referral opportunities.  Answers customer questions within set standards. Resolves customer problems and complaints.
 
Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.

Qualifications

Basic Requirements: 

  • 3 years experience in retail brokerage or securities industry experience
  • Strong communications, sales and presentations skills and organizational skills with an emphasis on proactive outbound calling
  • Background and understanding of basic financial planning and asset allocation techniques
  • Highly organized individual with knowledge of essential systems, policies and procedures, and investment products and services including basic financial planning and asset allocation techniques
  • Sufficient knowledge of essential systems to assist in trade execution
  • Series 7, and 66 or equivalent registrations are required
  • Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities
  • Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.
 Preferred Requirements:

 

Undergraduate degree in business, accounting, or related field



Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national originTo review the EEO Poster, copy and paste the following link into your browser: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf
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