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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 adhering to regulatory requirements.
Highest-signal resume keywords
FINRA Series 7FINRA Series 66Life and Health Insurance LicenseClient 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
Financial PlanningInvestment StrategiesCredit Risk AnalysisFinancial ModelingSales ActivitiesCustomer EngagementInvestment BankingClient ProspectingProblem SolvingRegulatory Compliance
Soft Skills
Effective CommunicationInterpersonal RelationshipsCoaching OthersCustomer Experience ManagementManaging Multiple Priorities
Certifications & Qualifications
FINRA Series 7FINRA Series 66Life and Health Insurance License
Industry Keywords
InvestmentInsuranceClient ExperienceBusiness DevelopmentCustomer RetentionReferral ActivityFinancial RecommendationsSalesNetworkingFDIA Section 19
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 opportunities, and making referrals to internal business partners
- 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 appropriately and efficiently
- Develop and implement investment and insurance strategies
- Determine appropriate products to support client strategies
- Present financial recommendations and guidance to clients
- 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 referral activity
- Meet 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
Requirements
What you’ll need- University/college degree typically required
- 3+ years of relevant/direct industry experience
- Comparable combination of education, job-specific certification(s), and experience, including military service, may substitute for a degree
- Knowledge and skills in client prospecting, client relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, public speaking, relationship management, and selling
- Competencies in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling
- FINRA Series 7 and Series 66 (or Series 63 and 65) required
- Life and Health Insurance license required
- Must comply with applicable FDIA Section 19, SAFE Act, and/or FINRA requirements
- 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, unless otherwise required by law
- Between 15 to 25 vacation days each year, depending on career level and years of service
- Reasonable accommodations for applicants and qualified individuals with disabilities