Description
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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.
Requirements
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.
