Investment Executive Employer

Investment Executive Employer Community Bank & Trust is a growing bank with strong community roots. Founded in 1989 the bank has grown to over $500 million in assets, 11 branch offices and more than 200 employees. Offering the competitive lending, deposit, trust and investment services of a larger bank, combined with the personalized touch of an independently owned and operated bank has become the trademark of Community Bank & Trust. With recent expansion and future growth plans, Community Bank & Trust is seeking a professional Investment Executive for our Appleton branch. The Investment Executive will have responsibility for facilitating the sales and service of securities, annuities, registered investment advisory products, life insurance, bank depository products and retirement and Trust services. The qualified candidate will be expected to manage a client/ prospect book of business with the goal to grow that business through bank referrals and community involvement. Minimum Experience Requirements: * Minimum of 5 years or more of proactive, successful sales experience in the financial services industry. * Professionalism with strong presentation, written and verbal communication skills to conduct formal presentations, address potential and existing client concerns and communicate with constituents. * NASD Series 7 and 63 registered representative with all applicable state insurance licensing (Life, Health and Accident). * Computer skills to include word processing, spreadsheets and preparation/graphics software. Community Bank & Trust offers competitive compensation and benefit programs! COMMUNITY BANK & TRUST Where the community and trust come together! Please mail, fax, or email your resume to: Human Resource Office 655 S. Taylor Dr. . Sheboygan, WI 53081 FAX: (920) 459-5611 [Click here for email] www.communitybankandtrust.com for more information An Equal Opportunity Employer Click here to see the display ad!
Appleton

Source - Appleton Post Crescent - Appleton, WI
REQUIREMENTS
Please refer to the Job Description to view the requirements for this job