Investment and Retirement Sales Professional

3 days ago


Philadelphia, Pennsylvania, United States American Heritage Federal Credit Union Full time
Investment and Retirement Sales Assistant

American Heritage Credit Union is seeking a highly motivated and detail-oriented Investment and Retirement Sales Assistant to join our team. As a key member of our Investment and Retirement Center, you will play a critical role in supporting our Financial Advisors and providing exceptional service to our members.

Key Responsibilities:
  • Schedule client service meetings and provide detailed information to clients and Financial Advisors.
  • Prepare analyses and paperwork for scheduled meetings, utilizing comprehensive financial planning skills and knowledge of brokerage and insurance products.
  • Schedule quality appointments for advisors with new prospects derived from staff referrals, high deposits, and other marketing opportunities.
  • Support the production of Registered Representatives by answering member questions, scheduling appointments, and executing transactions.
  • Market the IRC program to members and credit union employees, organizing and conducting monthly trainings and referral contests.
  • Provide members with specific product information and research security transactions.
Requirements:
  • One to three years of similar or related experience.
  • Series 6, 63, and Life and Health licenses.
  • A two-year college degree or completion of a specialized course of study.
  • Professional interpersonal skills and working knowledge of brokerage and insurance products.
  • Ability to work well in a team environment and maintain deadlines.
  • Self-motivation and ability to perform tasks without supervision.

To be considered, please submit a resume listing job history and salary expectations. Credit, criminal, employment, drug/alcohol testing, and education background checks will be conducted on potential candidates. Only competitive candidates will be contacted for further conversation.



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