Financial Advisor - Southern BANK

The Financial Advisor combines interpersonal skills with all the resources Southern Bank and Ameriprise to help community cl...KNOWLEDGE, SKILLS AND ABILITIES

Excellent oral and written communication skills;

Sales oriented and ability to interact with customers, understand their goals and financial needs and recommend solutions;

Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit;

Highly self-motivated, creative, decisive. Ability to respond effectively and quickly to clients needs and issues. Excellent customer service skills;

Proficient with the complete Microsoft Office 2010 suite including: Word, Excel, PowerPoint, Outlook, etc.;

Must be able to work independently with minimum supervision;

Professional demeanor;

Ability and experience articulating complex and in-depth concepts.

The following specifications are general guidelines based on the minimum education and experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS

Bachelors degree or equivalent experience in securities sales.

NASD Series 6 or 7, 63, 65/66 and life and health insurance license

Three to five years experience

Past investment and insurance sales experience

CORE COMPENTENCIES

Building Trust Interacting with others in a way that gives them confidence in ones intentions and those of the organization.

Customer Focus Ensuring that the customer perspective is a driving force behind business decisions and activities; crafting and implementing service practices that meet customers and own organizations needs.

Contributing to Team Success - Actively participating as a member of a team to move the team toward the completion of goals.

Engagement Readiness Demonstrating a willingness to commit to ones work and to invest ones time, talent and best efforts in accomplishing organizational goals.

Sales Ability/Persuasiveness Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.

Building Partnerships Identifying opportunities and taking action to build strategic relationships between ones area and other areas, teams, departments, units or organizations to help achieve business goals.

Facilitating Change-- Encouraging others to seek opportunities for different and innovative approaches to addressing problems and opportunities; facilitating the implementation and acceptance of change within the workplace.