Overview
Reports to: Manager, Investment Services.
Functions Supervised: None
Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.
Duties and Responsibilities:
- Meet with existing and prospective clients to promote financial planning and investment services.
- Conduct educational seminars and workshops.
- Present client financial plan and investment proposals in a professional manner.
- Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements.
- Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services.
- Track sales, marketing and referrals.
- Provide referrals for other Global Credit Union services as appropriate.
- Participate in the credit union’s business development activities, while seeking and recommending new opportunities.
- Meet production goals.
- Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements.
- Maintain proficiency with organization and program partner systems.
- Perform service calls and special projects when warranted.
- Perform other duties as assigned.
Qualifications
Education: Series 7, 63 and/or 65/66 and Life and Health Insurance Licenses. LUTCF, CLU, ChFC or CFP designation and bachelor’s degree in Business Administration or other related field preferred.
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Three years financial services sales experience. Ability to create and deliver effective messages scaled to the appropriate audience. Must be willing to travel as required.
Tenure: Not Applicable
Compensation
Financial Advisor (Category 19)
Salary Pay Range: $55,000 - $65,500 annually. Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. This position is eligible for performance-based commission.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
- Short-term and long-term incentives
- Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
- 401(k) plan with a 5% match
- Employee Assistance Program (EAP)
- Life and disability coverage
- Voluntary cash benefits for accident, hospitalization and critical illness
- Tuition Reimbursement
- Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Equal Opportunity Employer
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