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Financial Advisor

Company: CUNA Mutual
Location: Syracuse
Posted on: November 22, 2020

Job Description:

Job Purpose:

Serve the financial needs of credit union members. 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 Credit Union by developing long term relationships and utilizing prescribed methods to grow business.****This is a W-2 opportunity with AmeriCU Credit Union as the employer and CBSI is the broker dealer.Job Responsibilities:

Serve Your Clients

1. Cultivate strong relationships with members by consistently using the prescribed sales process.

2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union.

3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter.

4. Present a professional image in all interactions both personally and professionally.

Run Your Office

5. Consistently and effectively utilize all tools, technology, and resources as prescribed by CBSI and the Credit Union.

6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.

7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.

Grow Your Business

8. Meet or exceed individual production goals - with an appropriate product mix.

9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.

10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan.

Other

11. Attend and participate in CBSI meetings, virtual and face to face, as scheduled.

12. Other duties as assigned.

Job Requirements:

1. Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.

2. Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions.

3. Demonstrated ability to effectively build business relationships with diverse clients.

4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience.

5. Must obtain the Life/Health Insurance License within 90 days of employment.

6. Must obtain the FINRA Registration Securities Industry Essentials Examination, Series 6, Series 63 and Series 7 within 90 days of employment.

7. LUTCF, CLU, ChFC or CFP designation preferred.

*LI-EGCUNA 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.

Keywords: CUNA Mutual, Syracuse , Financial Advisor, Accounting, Auditing , Syracuse, New York

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