Additional Information
Location:
6085 Allentown Blvd
Harrisburg, PA 17112
Additional Locations include:
1835 Lincoln Hwy E
Coatesville, PA 19320
3345 Market Street
Camp Hill, PA 17011
301 Colonial Road
Harrisburg, PA 17109
4 Brandywine Ave
Downingtown, PA 19335
701 E Lancaster Ave
Downingtown, PA 19335
410 Exton Square Pkwy
Exton, PA 19341
2055 Fruitville Pike
Lancaster, PA 17601
891 Pottstown Pike
Exton, PA 19341
104 Culbertson Run Rd
Downingtown, PA 19335
1030 Pottstown Pike
Chester Springs, PA 19425
440 Bridge Street
New Cumberland, PA 17070
1683 Oregon Pike
Lancaster, PA 17601
Hours:
Monday - Friday: 8AM-5PM
(Additional hours as necessary to meet the objectives of the department)
Function: Assumes a leadership role in the development of new business in the brokerage, employee benefit and fixed/variable insurance services as offered through the independent broker dealer. Provides functional guidance and training of less experienced officers, licensed assistants, and other bank personnel.
Duties and Responsibilities:
Initiates contacts for developing and closing brokerage services accounts by calling on existing bank customers identified through the internal referral program. During the course of these customer meetings, the Financial Planner will need to explain the bank's brokerage services, discussing the advantages of proper planning, and obtaining the appropriate amount of information regarding the prospect to make sound financial recommendations.
Coach retail employees on the features and benefits brokerage services products provide to their customers. Provide employees with scripts or other means to assist them in directing referrals of existing bank customers to the Financial Planner.
Planning and coordinating outside business development opportunities such as seminars, mailings, and other special programs.
Maintains Series 7, Series 66 (or 63 and 65) and PA Life, Accident, and Health Insurance Licenses.
Manages and acts as a mentor for fully Licensed Sales Assistants working within the Brokerage Services area.
Cultivating and maintaining relationships with external referral sources such as accountants, attorneys, and social acquaintances.
Maintain the high quality of professional advice by completing industry mandated continuing education requirements.
Participates in community activities to enhance the image of the Bank.
Maintains a good working relationship with all bank employees. Demonstrates the ability to work independently. Works as a team player to contribute to the success of the department and in turn the organization.
Performs additional duties as required.
Education:
Requires a four-year college degree or equivalent. Required license: FINRA Series 7 and 66 (or 63 and 65) PA. Life Accident and Health Insurance.
Stbancorp · Allentown Boulevard