Financial Solutions Advisor
Hancock Whitney(1 month ago)
About this role
The Financial Solutions Advisor leverages technology and consultative sales processes to support clients within an assigned segment. The role involves proactively engaging clients to assess their financial and investment goals and delivering high levels of client service to help them achieve those goals. FSAs collaborate with Financial Advisors and internal partners to identify opportunities and refer clients as appropriate.
Required Skills
- Client Service
- Consultative Sales
- Investment Knowledge
- Portfolio Review
- Risk Assessment
- Financial Planning
- Insurance Sales
- Cross Selling
- Communication
- Microsoft Office
Qualifications
- Bachelor's Degree
- Life and Health Insurance License
- Series 7
- Series 63
- Series 65
- Series 66
About Hancock Whitney
hancockwhitney.comHancock Whitney Bank locations in AL, FL, LA, MS, and TX. The top bank in the Gulf South for checking, savings, loans, credit, investments, and insurance. Login to Hancock Whitney Online Banking.
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