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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 regulations. Proficient in financial analysis, client engagement, and delivering exceptional customer experiences.
Highest-signal resume keywords
FINRA Series 7FINRA Series 66Life And Health InsuranceFinancial AnalysisClient Relationship Management
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 Strategy DevelopmentFinancial PlanningCredit Risk AnalysisFinancial ModelingClient ProspectingSales ActivitiesCompliance ManagementCustomer EngagementInvestment Banking KnowledgeReferral Management
Soft Skills
Effective CommunicationPublic SpeakingCoaching OthersInterpersonal RelationshipsCustomer Experience Management
Certifications & Qualifications
FINRA Series 7FINRA Series 66Life And Health Insurance
Industry Keywords
Investment StrategiesInsurance StrategiesClient NetworkingBusiness DevelopmentEnterprise Risk 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, 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 regularly 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
- Manage customer-focused solutions and the risks associated with business objectives 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 be considered in lieu of a degree
- FINRA Series 7 and 66, or Series 7 and 63/65, required
- Life and Health Insurance required
- Knowledge of client prospecting and relationship building
- Credit risk analysis, financial analysis, and financial modeling
- Customer engagement and retention
- Investment banking knowledge
- Public speaking
- Coaching others and customer experience management
- Effective communications and interpersonal relationships
- Ability to manage multiple priorities
- Prospecting, sales tasks and activities, and selling
- Compliance with applicable laws, regulations, policies, and guidelines
- Must satisfy Section 19 of the FDIA and applicable FINRA/SAFE Act 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 plan
- 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