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Financial Advisor - Marine Federal Credit Union
JACKSONVILLE NC 28541
Category: Banking, Insurance
  • Your pay will be discussed at your interview

Job code: lhw-e0-90639660

Company Profile

CUNA Mutual

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Summary

  Job posted:   Thu Jun 7, 2018
  Distance to work:   ? miles
       
  26 Views, 0 Applications  
 
Financial Advisor - Marine Federal Credit Union
Salary Grade - DUAL




Marine Federal Credit Union is seeking a Financial Advisor to serve the financial needs of their credit union members in the Jacksonville, NC market. Help members identify financial goals and objectives through face-to-face financial analysis and identify appropriate insurance and securities products to meet members' goals and objectives.




Achieve program profitability for CUNA Brokerage Services, Inc. and Marine Federal Credit Union by developing long term relationships and utilizing prescribed methods to grow business. This is a dual opportunity (W-2 employment with Marine Federal Credit Union and CUNA Brokerage Services, Inc.).




Responsibilities



+ Present a professional image from a personal and professional level that will be beneficial to customers, credit union partnerships and the Company.


+ Cultivate strong working relationships and build trust among customers through effectively working your book of business.


+ Follow a professional, broad based sales process in accordance with the Company's procedures.


+ Follow regulatory securities requirements and strictly adhere to all Company policies.


+ Follow regulatory policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers in a professional manner.


+ Follow the Company and regulatory guidelines for maintaining client files.


+ Meet or exceed the Company's minimum program production standards along with a product mix of business consistent with the needs of your customers.


+ Attend all required training along with additional opportunities to attend informational meetings scheduled by the Company.





Requirements



+ Three to five years of proven financial services sales success experience.


+ Minimum production history of $200,000 annually over the last three years and preferably client assets of at least $15 million.


+ FINRA Registration: Series 7, 63 and 65/66.


+ Life/Health License(s).


+ Commitment to Total Needs Bases Sales approach.





*LI-EG







CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values.



Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.


For more than 80 years, CUNA Mutual Group has worked tirelessly to deliver product and service solutions that meet the unique challenges and needs of credit unions and their members. Our vision is unwavering: to be a trusted business partner who delivers service excellence with customer-focused, best-in-class products and market-driven innovation.




Discover for yourself the difference we can make for you.

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