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Investment Consultant

2 months ago

Renton, Washington, United States Alaska Full time
Position Overview

Reports to:
Manager, Investment Services.

Supervised Functions:
None

Key Responsibilities:
The primary role involves cultivating new business opportunities and managing current client accounts in accordance with established objectives and industry standards.

Core Duties:
- Engage with both existing and potential clients to advocate for financial planning and investment solutions.
- Organize and lead educational seminars and workshops.
- Deliver client financial strategies and investment recommendations in a polished and professional manner.
- Ensure timely collection of all necessary documentation, deposits, and premiums in line with set procedures and regulatory standards.

- Collaborate with program partners to address client inquiries, provide information, and resolve any product or service-related issues.

- Monitor sales performance, marketing efforts, and referrals.
- Offer referrals for additional services provided by Global Credit Union as suitable.
- Participate in business development initiatives while identifying and proposing new opportunities.
- Achieve production targets.
- Comply with organizational and industry regulations, policies, procedures, licensing, and training requirements.
- Maintain expertise with organizational and partner systems.
- Conduct service calls and special projects as needed.
- Perform other assigned duties.

Qualifications

Education:
Required licenses include Series 7, 63 and/or 65/66, along with Life and Health Insurance Licenses. Preferred qualifications include LUTCF, CLU, ChFC, or CFP designation and a bachelor’s degree in Business Administration or a related field.

Experience and Skills:
A minimum of three years in financial services sales is required. Candidates should possess the ability to craft and convey effective messages tailored to the appropriate audience. Willingness to travel as necessary is essential.

Compensation Details

Salary Range:
$55,000 - $65,500 annually. The starting base salary will be determined based on the candidate's experience, qualifications, education, and applicable local or state wage regulations, and will fall within the stated range. This role is eligible for performance-based commissions.

Benefits Offered:
- Short-term and long-term incentives
- Comprehensive medical, dental, and vision insurance plans with HSA and FSA options
- 401(k) plan featuring a 5% match
- Employee Assistance Program (EAP)
- Life and disability insurance
- Optional cash benefits for accidents, hospitalization, and critical illnesses
- Tuition reimbursement
- Generous leave policies including Paid Time Off, Paid Sick Leave, and Paid Holidays

Equal Opportunity Employer

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