Financial Consultant

At Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. 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; this is why we value their diverse skills, experiences and backgrounds.

Are you ready for a rewarding career?

Over 8,000 people in Puerto Rico, United States and Virgin Islands work at Popular.

Come and join our community!

Popular Insurance Sales - NJ

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:

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  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.

  
  


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  Help the client to identify their investment objectives.

  
  


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  Pro-actively seek information from prospects and clients to understand possible changing situations, needs and desired benefits and evaluate product or service alternatives.

  
  


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  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:

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  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.

  
  


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  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

  
  


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  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.

  
  


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  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.

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

As a leading financial institution in the communities we serve, we reaffirm our commitment to always offer essential financial services and solutions for our customers, 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.

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Popular is an Equal Opportunity Employer

Learn more about us at www.popular.com and keep updated with our latest job postings at https://jobs.popular.com/usa/.

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