Financial Services Professional
3 weeks ago
We are seeking a highly skilled Financial Services Professional to join our team at Global Credit Union. As a key member of our investment services team, you will be responsible for developing new business and servicing existing accounts in alignment with our goals and industry requirements.
Key Responsibilities- Meet with existing and prospective clients to promote financial planning and investment services.
- Conduct educational seminars and workshops to educate clients on financial planning and investment strategies.
- Present client financial plans 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 to ensure optimal business growth.
- Provide referrals for other Global Credit Union services as appropriate.
- Participate in the credit union's business development activities, seeking and recommending new opportunities.
- Meet production goals and 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 as warranted.
- Education: Series 7, 63, and/or 65/66 and Life and Health Insurance Licenses. LUTCF, CLU, ChFC, or CFP designation and a bachelor's degree in Business Administration or other related field preferred.
- Experience/Skills: Three years of financial services sales experience and the ability to create and deliver effective messages scaled to the appropriate audience.
This position is eligible for performance-based commission and offers a competitive salary range of $55,000 - $65,500 annually, with a starting base salary determined based on candidate experience, qualifications, education, and local or state wage requirements.
Benefits- Short-term and long-term incentives
- Comprehensive medical, dental, and vision insurance plan with 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, including Paid Time Off accrual, Paid Sick Leave, and Paid Holidays
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