Financial Services Professional

5 days ago


Portsmouth, New Hampshire, United States Lighthouse Credit Union Full time
Job Summary

We are seeking a highly motivated and experienced Financial Services Professional to join our team at Lighthouse Credit Union. As a Financial Advisor, you will be responsible for providing exceptional customer service and building strong relationships with our members.

Key Responsibilities
  • Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products.
  • Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
  • Build strong relationships with customers of the institution, profile and execute on new business, effectively work an existing book of business, assess customer needs and recommend the right combination of products and solutions by consistently using the prescribed sales process.
  • Achieve sales and revenue goals and meet certain professional growth and development goals.
  • Responsible for maintaining existing client relationships and following up with clients to manage future investment needs.
  • Organize and assist with the delivery of branch seminars and ensure appropriate follow-up to these events.
  • Participate in execution of local marketing development plan.
  • Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
Requirements
  • Three years financial services sales & service experience preferred
  • Demonstrate superior member relations skills.
  • Excellent organizational ability.
  • Analytical ability to comprehend complex products, services, and related regulations.
  • Strong people, sales, and relationship skills.
  • Proven oral and written communication skills.
Benefits
  • Employee loan discount
  • Student loan/tuition assistance program
  • Comprehensive medical/dental/vision +
  • PTO and paid federal holidays
  • Weekly paychecks
  • 401k plan with employer match/profit sharing
  • Participation in the Annual Incentive Plan
Additional Perks
  • Continued training and advancement opportunities
  • Balanced/Predictable schedule; all locations close at 5pm and on Sundays
  • Opportunity to join our many employee created Engagement Groups (e.g. Pride at Work, Women in Leadership, Book Club, Running & Walking)
  • Local Volunteer Opportunities with employer contributed Volunteer Day
  • Company Outings and annual Summit
  • Hybrid work environments


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