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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 managing client relationships and ensuring compliance with regulatory requirements. Proficient in financial analysis, client engagement, and risk management to enhance client loyalty and drive business growth.
Highest-signal resume keywords
Investment And Insurance StrategiesClient Relationship ManagementFinancial AnalysisFINRA Series 7 And 66Life And Health Insurance License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningCredit Risk AnalysisFinancial ModelingSales ActivitiesClient Prospecting
Soft Skills
Effective CommunicationInterpersonal Relationship SkillsCoaching OthersPublic SpeakingCustomer Experience Management
Certifications & Qualifications
FINRA Series 7FINRA Series 66Life And Health Insurance License
Industry Keywords
Investment BankingClient NetworkingBusiness DevelopmentRegulatory ComplianceRisk Management
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 by handling sales and service, identifying 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 efficiently
- Develop and implement investment and insurance strategies
- Determine appropriate products to support client strategies
- Present financial recommendations and guidance
- Establish and monitor individual financial plans and recommend changes as needed
- Coach and educate internal business partners to identify investment opportunities
- Drive investment education and visibility among internal business partners
- Communicate with internal and external partners to build relationships and drive referrals
- Meet regularly with internal business partners to review business results and pipeline management
- Meet service level agreements on lead and referral follow-up
- Adhere to applicable laws, regulations, policies, and guidelines
- Manage risks associated with business objectives and activities in accordance with PNC’s Enterprise Risk Management Framework
Requirements
What you’ll need- University/college degree typically required
- 3+ years of relevant/direct industry experience
- Comparable combination of education, job-specific certifications, and experience may substitute for a degree
- Knowledge of client prospecting and relationship building
- Credit risk analysis
- Customer engagement and retention
- Financial analysis and financial modeling
- Investment banking knowledge
- Public speaking
- Sales and selling activities
- Coaching others and customer experience management
- Effective communication and interpersonal relationship skills
- Ability to manage multiple priorities
- FINRA Series 7 and 66, or Series 7 and Series 63/65, required
- Life and Health Insurance license required
- Compliance with applicable FDIA, SAFE Act, and/or FINRA requirements
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 plan
- 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, unless otherwise required by law
- 15 to 25 vacation days each year, depending on career level
- Inclusive and accessible workplace
- Reasonable accommodations for qualified individuals with disabilities