Investment Consultant
1 week ago
Recognized as one of the top credit unions in the nation for seven consecutive years
At Lighthouse Credit Union, our foundational principles guide our purpose and aspirations. We aim to enhance and support the lives of individuals, fostering a community that is beneficial for everyone.
Location: Portsmouth, NH
Work Environment: Professional office setting, on-site
As a financial services representative, you will be accountable for achieving personal production targets and fulfilling customer service goals across all designated branches and/or your portfolio. Your role will involve cultivating meaningful relationships with clients and prospects, identifying their financial requirements, and providing tailored solutions.
Financial representatives should be equipped to address fundamental client investment needs, which include:
- Asset growth and protection
- Retirement funding
- Education funding for children or grandchildren
- Growth that outpaces inflation and taxes
- Asset protection against unforeseen healthcare costs
- Estate tax protection
Key Responsibilities:
This role entails significant communication, including verbal, written, and electronic interactions, to deliver exceptional service.
- Engage with potential clients, assess investment objectives, create presentations, recommend investment options, follow up on client interactions, and assist customers in fulfilling their financial needs through the sale of investment and securities products.
- Offer investment and insurance solutions based on a holistic financial planning strategy that considers all assets, objectives, timelines, and risk appetites.
- Develop strong connections with clients, identify and pursue new business opportunities, effectively manage an existing portfolio, evaluate client needs, and suggest the appropriate mix of products and solutions by consistently applying the established sales process.
- Meet sales and revenue targets while achieving personal growth and development objectives.
- Maintain relationships with existing clients and follow up to address future investment requirements.
- Organize and assist in the execution of branch seminars, ensuring proper follow-up.
- Contribute to the implementation of local marketing initiatives.
- Comply with all FINRA and insurance regulations, as well as company policies.
Qualifications:
- A minimum of three years of experience in financial services sales and customer service is preferred.
- Exceptional member relations skills.
- Strong organizational capabilities.
- Analytical skills to understand complex products, services, and related regulations.
- Excellent interpersonal, sales, and relationship-building skills.
- Proficient oral and written communication abilities.
Education Requirements:
- Equivalent to a college degree (BS or BA in a relevant discipline).
- FINRA Series Securities Industry Essentials Examination, 7, 63 registrations required; IAR (65/66 or appropriate designation). Continued employment is contingent on maintaining necessary licenses and a clean U4.
- Life, Health & Variable Licenses.
_______________________________________________
Benefits Offered:
- Discounts on employee loans
- Tuition assistance and student loan programs
- Comprehensive medical, dental, and vision coverage
- Paid time off and federal holidays
- Weekly pay schedule
- 401k plan with employer matching and profit sharing
- Participation in the Annual Incentive Plan
Additional Benefits:
- Ongoing training and advancement opportunities
- Predictable work schedule; all locations close at 5 PM and on Sundays
- Opportunity to engage in various employee-led groups (e.g., Pride at Work, Women in Leadership, Book Club, Running & Walking)
- Local volunteer opportunities with employer-sponsored Volunteer Day
- Company outings and annual summit
- Hybrid work options
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Equal Opportunity Employer
#ZR
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