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Req ID:  5186
Location: 

Waukegan, IL, US, 60085

Associate Financial Consultant

FT/PT:  Full-Time

First Midwest, with assets over $20 billion, is the premier relationship-based banking franchise in the dynamic Chicagoland banking market. As one of the Chicago metropolitan area's largest independent bank holding companies, First Midwest provides the full range of commercial, retail banking, and wealth management services through some 120+ offices located in communities in metropolitan Chicago, Northwest Indiana, Central and Western Illinois, Eastern Iowa, and Southeast Wisconsin. 

POSITION SUMMARY:

Responsible for generating revenue through the sale of non-bank investment products offered through the bank’s third party brokerage provider.   The incumbent is responsible for uncovering the investment and insurance needs of internal and external clients and potential clients.  This position will work directly with business partners within First Midwest as well as their Financial Consultant mentor to build and maintain a client base and drive production while enhancing First Midwest’s reputation in its markets and adding value to the overall client experience. 

REQUIRED EDUCATION, EXPERIENCE AND SKILLS:

  • BS/BA in Finance or Economics strongly preferred
  • Series 7/63 and 65/66 strongly preferred, required within 90 days of employment
  • Life and Health Insurance Licenses strongly preferred, required within 90 days of employment
  • Excellent communication skills
  • Bilingual English/Spanish strongly preferred
  • Ability to effectively work in a team environment
  • Previous sales experience
  • Proven success demonstrating results, adaptability, collaboration, relationship building, reliability and motivation to succeed

DUTIES/RESPONSIBILITIES:

  • Achieve revenue goals through various methods including but not limited to prospecting, selling investment/insurance products and maintaining current client base through relationship reviews and ongoing contact.  Includes analysis of clients’ needs, planning and recommending appropriate financial solutions.
  • Maintain a cross-functional team concept to meet strategic goals- recognize the needs of other lines of business and the impact of joint opportunities through referral activities.
  • Track daily/weekly sales activities and transactions to review with mentor/management on a regular basis.
  • Attend coaching sessions with mentor/management to build and refine sales skills. 
  • Maintain up-to-date licensing and knowledge as required. 
  • Stay aware of trends and industry changes in order to confidently and appropriately recommend products and services.
  • Adhere to compliance laws and policies set forth by First Midwest, Third Party brokerage provider, FINRA, SEC, State Insurance Department, Federal Reserve, etc.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Please view Equal Employment Opportunity Posters provided by OFCCP here and Supplement here.


Nearest Major Market: Chicago

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