Financial Consultant Associate

Popular Insurance Sales - Florida

We are currently searching for a Financial Consultant Associate with strong investment sales experience to join our dynamic Popular Investment team! This is a commission based position only.

• Evaluate customers relative to financial needs, current holdings and available investment capital by listening to and uncovering their needs and educating them about the bank and investment program products and services that are most appropriate for their situation.
• Help the client to identify their investment objectives.
• Pro-actively seek information from prospects and clients to understand possible changing situations, needs and desired benefits and evaluate product or service alternatives.
• Establish and maintain thorough prospect file, review and access on a scheduled basis.
• Monitor customer’s portfolio and make recommendations consistent with changes in economic and financial condition as well as the customer’s needs and objectives.

• HS Diploma/GED and at least four years of related experience in financial services or a retail organization is required;
  Bachelor’s degree is preferred along with relevant years of experience.
• FINRA Series 7 and FL State Life and Health Insurance licensing required.
  Series 66 must be obtained within 180 days of start date
• Knowledge of financial products and services related to investment activities. Examples include:
  Securities, Annuities, Life Insurance, Funds Flow Analysis, Investment Operations, and application of rules and regulations.
• Proven ability to successfully identify customer needs and recommend the most appropriate product or service based on those needs.
• Excellent sales ability, presentation, marketing, and negotiation skills.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

Are you ready for a rewarding career?