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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and implementing investment and insurance strategies while maintaining strong client relationships. Proficient in financial analysis, client prospecting, and coaching branch staff to enhance customer experience and drive sales.
Highest-signal resume keywords
FINRA Series 7FINRA Series 66Life And Health InsuranceClient Relationship BuildingFinancial Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment StrategiesInsurance StrategiesFinancial PlanningCredit Risk AnalysisFinancial Modeling
Soft Skills
CoachingEffective CommunicationInterpersonal RelationshipsCustomer RetentionManaging Multiple Priorities
Certifications & Qualifications
FINRA Series 7FINRA Series 66Life And Health Insurance
Industry Keywords
Investment BankingClient ProspectingCustomer EngagementSales TasksReferral Activity
About the role
Key responsibilities & impact- Consult on investment and insurance strategies and develop financial plans for clients
- Grow and retain an investment and insurance book of business
- Own the client experience, handling sales and service, identifying sales opportunities, executing opportunities, and making referrals
- Acquire, expand, and maintain client relationships through business development and client networking
- Grow client loyalty and share of wallet through an exceptional client experience
- Apply product and procedural knowledge to solve client problems
- Develop and implement investment and insurance strategies
- Determine appropriate products and present financial recommendations and guidance
- Establish and monitor individual financial plans and recommend changes as needed
- Coach and educate branch staff and internal business partners to identify investment opportunities
- Drive investment education and visibility among branch staff
- Lead branch-team actions to achieve investment results in partnership with the branch manager and/or investment sales associate
- Communicate with internal and external partners to build relationships and drive referral activity
- Review business results and pipeline management with branch managers and internal business partners
- Meet service-level agreements for lead and referral follow-up
- Adhere to applicable laws, regulations, policies, and guidelines
Requirements
What you’ll need- University/college degree typically required; bachelor's education listed
- 2+ years of relevant professional experience
- Comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
- Knowledge and skills in client prospecting, client relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, public speaking, relationship management
- Competencies in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling
- Spanish speaking preferred
- PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
Benefits
Comp & perks- Medical/prescription drug coverage with a Health Savings Account feature
- Dental and vision options
- Employee and spouse/child life insurance
- Short- and long-term disability protection
- 401(k) with PNC match
- Pension and stock purchase plans
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- Robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year
- 15 to 25 vacation days each year, depending on career level
- Years-of-service-based paid time off