Investment Sales Executive - Central Pacific Investment Services

Job Description

Job Description

Salary Range : $48,000 / year + commission

Position Function :

Provide professional investment and life insurance advice including comprehensive financial planning to existing book of clients. Cultivate client referrals from existing clients and external centers of influence. May be asked to partner with wealth management, commercial and small business markets; developing new business relationships in those markets; and enhancing the Central Pacific's employees' overall knowledge of these products in accordance with the bank's strategic business plans.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Primary Accountabilities :

Financial Results and Efficiencies

• Production : Achieve budgeted amount of fee income based upon external book of business, number of years of experience, and industry averages
• Help business partners achieve their Investment Service fee income goals
• Budget Goals : Help maintain expenses within approved budgets and support WA’s towards fee income goals
• Efficiency : Complete required and requested reports on time and accurately

Risk Management / Compliance

Relationship Banking

Team Focused Leadership

Personal / Professional Development

Minimum Qualifications :

Education :

Experience :

Licenses and Certifications :

Physical Requirements & Working Conditions :

We are proud to be an EEO / AA employer M / F / D / V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.