Primary Purpose of Job
Assists an assigned Financial Consultant (FC) or Associate Financial Consultant (AFC) in the sales and servicing of investment and insurance products.

Major Job Accountabilities
*Provides support to assigned FC(s) in servicing their book of business and preparing documentation for presentations.
*May conduct presentations and solicit prospective customers for investment and insurance products and services in assigned branches.
*Contacts all assigned leads and branch referrals for appointments and sales presentations. Tracks and reports results to branches and Investment Services management.
*Conducts branch meetings and training on a regular basis for all assigned branches.
*Assists FC(s) in overseeing, training, and mentoring licensed branch employees in assigned branches.
*Determines customer suitability for investment and insurance products by using the financial profile worksheet or its equivalent and analyzing the customer's financial status.
*Makes the appropriate recommendation to customers based upon the customer's needs and financial status.
*Works with FC(s) to meet production and revenue goals as determined by management.


Experience Required
*At least one (1) year of direct sales experience.


Required Skills or Training
*Able to work during the business hours of assigned bank branches.
*Excellent written, verbal, interpersonal, and presentation skills to communicate effectively with both individuals and groups.
*Demonstrates competency in use of computer applications (MS Word, Excel, PowerPoint), email applications, and internet search engines.


Professional Certifications, Licenses, And/or Registration Requirements
*Current Series 6 and 63 securities license.
*Current State of Hawaii life and health insurance licenses or must obtain State of Hawaii life and health insurance licenses within 45 days of hire.
*Valid US driver's license and access to transportation.

EOE, including disability/veterans

At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers and community. We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact us by calling 808-538-2000 and a member of our Recruitment team will follow up with you. Mahalo for your interest in American Savings Bank!