Licensed Sales Assistant

1 week ago


Rockville, Maryland, United States NIH Federal Credit Union Full time

Job Summary:

We are seeking a highly skilled Licensed Sales Assistant to join our team at NIH Federal Credit Union. As a key member of our Wealth Management Program, you will be responsible for facilitating, developing, and fulfilling the operational, servicing, and sales objectives of our program.

Key Responsibilities:

  • Provide administrative support for our Wealth Management Program, including creating memos, managing calendars, and maintaining member marketing lists.
  • Schedule appointments with members and program representatives, and assist with client servicing, including address changes, questions, and account changes.
  • Market our Wealth Management Program to credit union employees and members, and grow and develop new business in the areas of investment and insurance products.
  • Work with current and new credit union members to match suitable investment and insurance products to their needs, and handle end-to-end fulfillment.
  • Train and work with staff to generate referrals, and assist with the implementation of a sales plan, employee referral program, and department promotions.

Requirements:

  • Bachelor's degree in a related field, or equivalent work experience.
  • 5+ years of related business or functional experience, or a comparable combination of education and experience.
  • Series 6, 63, and Life and Health Insurance Licenses preferred, or willingness to obtain.
  • Minimum one year of Credit Union and/or Bank experience.
  • Excellent oral communication, written, and telephone communication skills, and good analytical and interpersonal skills.

Salary Range: $28.62-$42.92

NIH Federal Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race, color, religion, sex/gender, national origin, disability, age, or any other category protected by law.



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