Financial Consultant Job at Popular, Newark, NJ

UHMyRWJzUHNSVmV6UWR1aHdTL2FHVk5XRkE9PQ==
  • Popular
  • Newark, NJ

Job Description

Popular Insurance Sales - NY Metro


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

 

In this position, you will:

 

  • 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.

     

To be considered, you will need:

 

  • HS Diploma/GED and at least four years of related experience in financial services or retail organization is required; Bachelor’s degree is preferred along with relevant years of experiences.

     
  • FINRA Series 7 AND 63, and NY State Life and Health Insurance licensing required. Series 65 or 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.

     

Base Salary & Benefits

Our base salary for this position located in New Jersey generally ranges between 62,400.00 and 62,400.00 annually, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits.

In addition to salary, Popular's well-rounded benefits package for regular full-time and part-time employees includes a comprehensive health plan, flexible time off options, and savings and investment plans. Seasonal/temporary employees are not eligible for these benefits.

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

 

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

 

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time

ABOUT US

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.

If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com . This email inbox is monitored for such types of requests only . All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

 

Are you ready for a rewarding career?

 

Popular is an Equal Opportunity Employer, including Disability/Vets 

Popular is a Drug Free Workplace


Learn more about us at and keep updated with our latest job postings at .
Connect with us!
LinkedIn | Facebook | Twitter | Instagram

 

If you are a California resident, please click here to learn more about your privacy rights.

 

Job Tags

Full time, Temporary work, Part time, Seasonal work, Immediate start, Flexible hours,

Similar Jobs

Pactiv Evergreen

EHS Manager Job at Pactiv Evergreen

 ...our commitment to Social Responsibility and live our purpose of Packaging a Better Future. Job Description: Summary : The EHS Manager will be responsible for coordinating the activities of the facility's environmental, safety, and employee training programs.... 

Hilton

Manager, Hotel Leader Support Job at Hilton

 ...Support team that delivers responsive and effective support to Hotel Leaders across over 7,000 hotels through close collaboration with...  ...Manager, Brand Performance Hotel Leader Support, you will work with Hilton Commercial Performance teams, the Global Brand Organizations,... 

Minnesota Department of Human Services

Food Service Worker / Dietary Associate - part time position Job at Minnesota Department of Human Services

 ...Working Title: Dietary Associate Job Class: Food Service Worker Agency: Minnesota Department of Veterans Affairs Job ID : 91042 Location : Fergus Falls Telework Eligible : No Full/Part Time : Part-Time Regular/Temporary... 

Bristol Myers Squibb

Associate Director, Field Incentive Compensation- Oncology Job at Bristol Myers Squibb

 ...with Us Challenging. Meaningful. Life-changing. Those aren't words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production... 

jobgether

Corporate Stewardship Program Manager - REMOTE Job at jobgether

 ...This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Corporate Stewardship Program Manager. In this role, you will play a critical part in developing and implementing interdisciplinary programming aligned with business priorities...