Investment Representative

Responsible for client service, sales and new business development for Investment Centers of America office within First International Bank & Trust.

Essential Duties and Responsibilities:

• Identify sales opportunities, sell investment products and maintain client relationships.

• Perform cold call prospecting functions in order to develop new clients for the market.

• Analyze and pursue networking and business development opportunities and enhance market visibility.

• Call on existing and prospective clients on a regular call rotation program.

• Perform quarterly/semi-annual reviews with clients.

• Plan and develop marketing campaigns to prospects and clients.

• Plan, develop and coordinate workshops and seminars.

• Current Series 7 Securities License

• Current ND Life and Health Insurance License

• Proficiency with Microsoft Office suite

• With training, proficiency with Morningstar Principia Pro and the ICA Financial Planning software

• Exceptional customer service skills

• Proven business development and sales skills

• Strong skills in developing and executing lead-generating marketing ideas