Long Term Care Insurance Finance Jobs

1 job found

1mo ago

Financial Advisor

First Seacoast Bank Dover, NH

Dover, NH

1mo ago Closed

Full time Advisor Annuities Client Relations

This position is no longer accepting applications (closed Aug 17, 2026).

Job Description

First Seacoast Bank seeks a Financial Advisor in Dover, NH onsite to support the Wealth Department, drive client focused sales, and ensure compliance with banking, FINRA, and SEC regulations.

Responsibilities

Drive sales of financial products and services, including managed solutions, life insurance, long term care insurance, and annuities.
Maintain client databases, process new account openings, and track mailings and transfers.
Prepare client proposals and gather information ahead of meetings with clients or prospects.
Schedule meetings for Wealth Executives to facilitate client engagement.
Oversee paperwork and systems for IRA distributions, transfers, address changes, and other service items.
Research and prepare client reviews and maintain a detailed performance reporting framework.
Develop and maintain a reporting process for calls used in weekly, monthly, and quarterly meetings.
Assist in the execution of the Wealth Management Client Service Model.
Conduct investment research as needed to support advisory decisions.
Assist in developing client portfolio presentations for wealth management discussions.
Provide basic information to clients and prospective clients as appropriate.
Manage incoming service requests from clients and Wealth Executives to ensure timely responses.
Coordinate and participate in business development activities, client events, public education seminars, and periodic meetings.
Lead strategic outreach with clients, prospects, and centers of influence to generate appointments and referrals for FSB Wealth Management.
Assist customers with technology inquiries regarding mobile and online banking platforms.
Uphold high standards of customer service and ensure consistent quality across interactions.
Perform additional duties as needed to support the Wealth Department and its goals.

Requirements

Minimum of 3 years of relevant experience; Bachelor's degree or equivalent required.
Customer Focus: Prioritize clients and their needs, building and sustaining productive relationships.
Attention to Detail: Ensure accuracy across tasks and processes, accounting for all aspects of the role.
Sales Ability/Persuasiveness: Use appropriate interpersonal styles to gain acceptance of products, services, or ideas from prospects and clients.
Quality and Work Standards: Set and maintain high performance standards, pursuing excellence autonomously.
Integrity: Demonstrates honesty, maintains confidentiality, and adheres to policies and procedures.

Work Conditions

Physical surroundings are pleasant and comfortable with minimal exposure to injury or hazards and a moderate level of noise.
Physical effort required; able to sit or stand for extended periods of time.

View full job page →

Get Long Term Care Insurance Finance Jobs alerts

New Long Term Care Insurance Finance Jobs, daily.