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Posted: Friday, March 10, 2017 1:50 PM

Job Description:/h3:
Credit Union Financial Advisor

Local Candidates Only
Direct:Hire W2 Position
Job Description
Serve Your Clients:
*Cultivate strong relationships with members by consistently using the prescribed sales process.
*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.
*Meet or exceed credit union cross:selling goals as established in the credit union commitment letter.
*Present a professional image in all interactions both personally and professionally.
Run Your Office:
*Consistently and effectively utilize all tools, technology, and resources as prescribed by CLIENT and the Credit Union.
*Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
*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:
*Meet or exceed individual production goals : with an appropriate product mix.
*Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc. In collaboration with the Credit Union, create and execute on an annual Marketing Plan.
Other:
*Attend and participate in CLIENT meetings, virtual and face to face, as scheduled.
*Other duties as assigned.
Job Requirements:
*Bachelors degree in Business, Finance, Insurance or equivalent trade:off in professional work experience.
*Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least 150,000 Gross Dealer Concessions.
*Demonstrated ability to effectively build business relationships with diverse clients.
*Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience.
*Life/Health License(s)
*Series 7, 63 and/or 65/66 Licenses.
*LUTCF, CLU, ChFC or CFP designation preferred.
COMPENSATION
:Base Salary
:Benefits : Full
:Relocation Assistance Available : No
:Commission Compensation : Yes
:Bonus Eligible : No
:Overtime Eligible : No
:Interview Travel Reimbursed : No
CANDIDATE DETAILS
:2+ to 5 years experience
:Management Experience Required : No
:Minimum Education : Associates Degree
:Willingness to Travel : Occasionally
SKILLS AND CERTIFICATIONS (note: bold skills and certification are required)
:Retail Production
:Selling Securities
:Selling Insurance
:F2F client relationships
:Bank/branch/credit union experience
IDEAL CANDIDATE
Someone who works well with others, and can utilize all the resources provided for this role to develop new clients.
IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES):
We are open to other companies, but would be helpful if they came from a commission based role or a bank program, if possible.
ADDITIONAL DETAILS
Location: Kensington, MD
Industry: Financial Services : Investment Banking
Job Category: Finance / Accounting : Financial Products Sales / Brokerage
Hours Per Week: 40
Visa Candidate Considered: No
Job Type: Full:time
Job Location:
:Kensington, MD
Required education:
:Bachelors
Required experience:
:Life/Health License(s) Series 7, 63 and/or 65/66 Licenses, LUTCF, CLU, ChFC or CFP: 5 yearsCompany Description:/h3:
Where Recruitment and Staffing Transcend Conventional Methodologies

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Source: https://www.tiptopjob.com/jobs/64560143_job.asp?source=backpage


• Location: District Of Columbia, kensington

• Post ID: 27201781 dc
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