Description
Summary:
The National Advice Center (NAC) Sales and Relationship Specialist serves as a sales and support specialist for Huntington Financial Advisors (formerly HIC) and working with the clients, advisors, and leadership team within the National Advice Center. This position provides service for existing NAC clients with their current investment relationship(s) and also proactively calls NAC clients in an effort to set appointments with the team of NAC Financial Advisors, which is accomplished through inbound and proactive outbound phone-based client interactions.
Duties and Responsibilities:
Work with internal HFA partners on migration projects to broaden number of client households aligned to and working with the NAC.
Provide prompt, courteous, and accurate servicing of the NAC book of business through phone-based client interactions.
Deliver an engaging client experience to effectively take care of our client's financial and service needs.
Will assist with client directed orders.
Responsible for personal referral goals and client service objectives through inbound and outbound telephone interactions with existing National Advice Center (NAC) clients.
High level of proactive outreach to existing NAC client book of business to find opportunities to deepen current wallet share with Huntington Financial Advisors (HFA) and Huntington Bank.
Responsible for business development through partnering with NAC Financial Advisor colleagues through referrals to this team.
Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements.
Completes all assigned firm and regulatory training and continuing education by required deadlines.
Maintains current knowledge of all available investment and insurance solutions.
Perform other duties as assigned.
Basic Qualifications:
High School Diploma or equivalent
1+ years of related experience in investment industry with a focus on service/sales.
FINRA Series 6 and 63
State Health and Life, Series 7 and Series 66 or 63/65 required to be obtained within 120 days of hire
Preferred Qualifications:
Bachelor's Degree
2-3 years of experience in an investments area
Experience developing and leveraging relationships with internal partners remotely and/or over the phone
Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
State Health and Life, Series 7, and Series 66 or 63/65
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
