CarmelRecruiter Since 2001
the smart solution for Carmel jobs

Invstmnt Advisor - PNCI (F)

Company: PNC
Location: Carmel
Posted on: December 4, 2019

Job Description:

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As an Investment Advisor within PNC Investments, you will be based in [city/state location of position] at the [branch name] branch. Job Description License Requirements: FINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Competencies Coaching Others Knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness. Customer Experience Management. Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point. Customer Retention Knowledge of and ability to implement effective strategies and activities that promote long-term customer loyalty. Effective Communications Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Interpersonal Relationships Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner. Managing Multiple Priorities Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Prospecting. Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact. Sales Tasks And Activities Knowledge of and the ability to sell an organization's products and services. Selling. Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers. Work Experience Roles at this level typically require a university / college degree with - Sales / Business Development - Business - Financial Services - Retail / Wholesale Posted: 2019-11-13 Expires: 2019-12-13 PNC

Keywords: PNC, Carmel , Invstmnt Advisor - PNCI (F), Other , Carmel, Indiana

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Practical Miles & Weekly Home Time for CDL-A Company Truck Drivers! 100% Employee Owned
Description: br br CALL TODAY 855 672-2207 OR APPLY ONLINE BELOW br br Practical Miles Weekly Home Time for CDL-A Company Truck Drivers 100 Employee Owned br br At Big G Express, we offer our truck (more...)
Company: Big G Express
Location: Fairfield
Posted on: 12/14/2019

Diesel Tech - Indianapolis
Description: Indianapolis, IN Diesel Mechanic - Hogan Truck Leasing Since 1918, the Hogan family of companies has grown to anticipate and meet the transportation and logistics needs of our clients. Now in our third (more...)
Company: Hogan Transportation
Location: Noblesville
Posted on: 12/14/2019

Servers
Description: Servers br br Red Robin isn't your typical burger restaurant. We're a team filled with unbridled energy, magnetic personalities, and a passion for having fun br br We also have a passion for (more...)
Company: Red Robin International, Inc.
Location: Noblesville
Posted on: 12/14/2019


Two Year Lease-to-Own: No Money Down, No Credit Check, No Balloon Payment, Walkaway Lease
Description: Two Year Lease-to-Own: No Money Down, No Credit Check, No Balloon Payment, Walkaway Lease LEASE PURCHASE amp OWNER OPERATOR OPPORTUNITIES Don't Wait, Call Now 956-275-2908 24 Months and You OWN IT - (more...)
Company: US Xpress
Location: Noblesville
Posted on: 12/14/2019

Class A Truck Drivers - Home Every Other Week!
Description: br br Company Drivers - Home Every Other Week ul br li Starting Pay: 40 CPM for Company Drivers - 95 CPM for Owner Operators br li Bonuses for Fuel Efficiency and Driver Referrals br (more...)
Company: RBX Transportation
Location: Fairfield
Posted on: 12/14/2019

OTR Truck Driver - Great Pay Plus an Extra $1,000 Per Month!
Description: OTR Truck Driver Opportunity Earn an Extra 1,000 Per Month Ride with U.S. Xpress today We are now hiring drivers for OTR runs with reliable hometime and a top speed of 68 MPH. If you amp quot (more...)
Company: U.S. Xpress
Location: Noblesville
Posted on: 12/14/2019

Optometry Position - Cincinnati, OH area - Full time OD position
Description: Great opportunity for an optometrist to join a community centered organization providing
Company: The Eye Group
Location: Fairfield
Posted on: 12/14/2019

Servers
Description: ServersRed Robin isn t your typical burger restaurant. We re a team filled with unbridled energy, magnetic personalities, and a passion for having fun We also have a passion for developing our Team Members (more...)
Company: Red Robin
Location: Noblesville
Posted on: 12/14/2019

Travel Ultrasound Tech - $1,857 per week
Description: NurseFly Travel Nursing with trustaff allied is seeking a travel ultrasound tech for a travel job in Kokomo, Indiana: br br br ul br li Specialty: Ultrasound Tech br li Discipline: Allied (more...)
Company: NurseFly
Location: Kokomo
Posted on: 12/14/2019

Class A CDL - Over-the-Road (OTR) Truck Driver
Description: Over-the-Road truck drivers earn up to 0.52 per mile and a schedule of 2 weeks out and 1 week home in our unique amp quot home run amp quot configuration. Three drivers will share two trucks in this (more...)
Company: Schneider National
Location: Noblesville
Posted on: 12/14/2019

Log In or Create An Account

Get the latest Indiana jobs by following @recnetIN on Twitter!

Carmel RSS job feeds