Investment Sales Specialist

3 days ago


Philadelphia, Pennsylvania, United States American Heritage Credit Union Full time
Job Summary
A career opportunity exists for an Investment and Retirement Sales Assistant to support the Investment and Retirement Center (IRC) team at American Heritage Credit Union. This role will focus on enhancing the efficiency and productivity of existing IRC Financial Advisors by scheduling client meetings, preparing analysis, and marketing the IRC program to members.

About the Position
This is a full-time position that requires one year to three years of similar or related experience. The ideal candidate must possess Series 6, 63, and Life and Health licenses, as well as a two-year college degree or completion of a specialized course of study at a business or trade school. Professional interpersonal skills are essential for serving members and staff while projecting a positive image as a representative of the credit union.

The successful candidate will be responsible for scheduling client service meetings, preparing required analyses and paperwork, and interacting with Member Financial Officers before and after client meetings. Additionally, they will market the IRC program to members and credit union employees, organize monthly trainings, and conduct referral contests for staff. A working knowledge of brokerage and insurance products, terms, functions, suitability, and compliance aspects is necessary for this role.

Key Responsibilities
- Schedule all assigned client service meetings with the Member Financial Officers' clients
- Prepare all required analyses and paperwork for the Member Financial Officers' scheduled meetings
- Interact with the Member Financial Officers before and after client meetings
- Market the IRC program to members and credit union employees
- Organize and conduct monthly trainings and monthly/quarterly referral contests for staff

Requirements
- One year to three years of similar or related experience
- Series 6, 63, and Life and Health licenses
- Two-year college degree or completion of a specialized course of study at a business or trade school
- Professional interpersonal skills
- Working knowledge of brokerage and insurance products, terms, functions, suitability, and compliance aspects

What We Offer
A competitive salary of $55,000 - $65,000 per annum, commensurate with experience, plus benefits and opportunities for professional growth and development.

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