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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, risk management, and compliance with applicable laws and regulations.
Highest-signal resume keywords
Investment And Insurance StrategiesClient Relationship ManagementFinancial AnalysisFINRA Series 7 And 66 LicensesPublic Speaking
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 ModelingCredit Risk AnalysisClient ProspectingSales TasksCustomer Retention
Soft Skills
Coaching OthersCustomer Experience ManagementCommunication Skills
Certifications & Qualifications
Life And Health Insurance License
Industry Keywords
Investment BankingEnterprise Risk ManagementClient NetworkingReferral ActivityService Level Agreements
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 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 the best products to support client strategies
- Present financial recommendations and guidance to clients
- Establish individual financial plans based on client needs and objectives
- Monitor 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 communicate and review business results and pipeline management
- Meet service level agreements on lead and referral follow-up
- Adhere to applicable laws, regulations, policies, and guidelines
- Assess and manage risks associated with business objectives and activities under PNC's Enterprise Risk Management Framework
Requirements
What you’ll need- University/college degree typically required for roles at this level
- 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, financial analysis, and financial modeling
- Investment banking knowledge
- Public speaking and customer engagement skills
- Coaching others and customer experience management
- Customer retention, prospecting, sales tasks and activities, and selling
- FINRA Series 7 and 66 licenses required, or Series 7 and Series 63/65
- Life and Health Insurance license required
- Ability to comply with applicable laws, regulations, policies, and guidelines
- 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 benefits