Financial Consulting Services Overview
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services.
Key Responsibilities
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Recommendation: Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms.
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Account Management: Manage smaller dollar volume account size and less complex investment needs.
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Collaboration: Partner with and refer advanced financial planning needs to NFIS Financial Advisors when needed.
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