Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
At Regions, the Associate Financial Consultant - Regions Insurance Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice.
Primary Responsibilities
• Establishes joint appointments with Financial Advisors and customers
• Works with Financial Advisors on preparing and scheduling meetings
• Assists in covering branches that do not have a dedicated Financial Advisor
• Responds to customer and Financial Advisors requests
• Updates customer information
• Completes required and assigned training modules
• Becomes familiar and educated with investment products used to meet customers investment needs
• Demonstrates customer-focused partnership with branch staff
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
This position is incentive eligible.
Requirements
• High School Diploma or GED
• Six (6) months of related experience
Preferences
• Life Insurance License strongly preferred
• Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66
Skills and Competencies
• Ability to engage in a high touch environment
• Ability to gain understanding of our customers’ current financial standing and their short and long term financial goals
• Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame
Position Type
Full time
Incentive Pay Plans:
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
Location:
Houston, Texas
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work and thrive is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Location: Houston, TX
Posted: Aug. 23, 2024, 7:54 a.m.
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