Financial Advisor
Financial Advisor
Work Location: Hazelwood, Missouri, United States
We are seeking an uncommon professional to join our team as a Financial Advisor.
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 CUNA Brokerage Services, Inc., 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 CUNA Brokerage Service, Inc., 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. Life/Health License(s)
6. Series 7, 63 and/or 65/66 Licenses.
7. LUTCF, CLU, ChFC or CFP designation preferred.
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.
Along with an excellent benefits package, our staff is engaged, rewarded for performance, and encouraged to grow professionally and personally. Our future is driven by our people, and our people are driven to deliver value through innovation, involvement and determination. If you want to be recognized for your results and empowered to reach your potential, we urge you to apply.
In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.
COMPENSATION
Base Salary - $24,000 to $40,000 Never repost
Benefits - Full
Relocation Assistance Available - Possible for ideal candidate
Commission Compensation - Yes
Bonus Eligible - No
Overtime Eligible - No
Interview Travel Reimbursed - No
CANDIDATE DETAILS
5
to 7 years experience
Management Experience Required - No
Minimum Education - Bachelor's Degree
Willingness to Travel - Occasionally
SKILLS AND CERTIFICATIONS
Selling securities
Selling insurance
previous production experience
F2F client meetings
Clean U-4/FINRA a plus
SCREENING QUESTIONS
Do you possess a Series 7 license?
Do you possess a Series 66 or 63 AND 65 license?
Do you possess a Life/Health license?
IDEAL CANDIDATE
Ideal candidate would have previous production experience meeting clients F2F, solid understanding of working in a financial institution model, solid at relationships, and comfortable with prospecting to a warm market.
IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES):
Open area, but banks, CU's, Edward Jones, or any location that teaches holistic financial planning.
WHY WE'RE A GREAT COMPANY
Our company offers solid benefits and support to an FA, along with the ability to build a practice within a strong organization/CU.
ADDITIONAL DETAILS
Location: Hazelwood
Industry: Financial Services - Investment Banking
Job Category: Finance / Accounting - Financial Planning / Advising
Hours Per Week: 40
Visa Candidate Considered: NoEstimated Salary: $20 to $28 per hour based on qualifications.
Work Location: Hazelwood, Missouri, United States
We are seeking an uncommon professional to join our team as a Financial Advisor.
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 CUNA Brokerage Services, Inc., 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 CUNA Brokerage Service, Inc., 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. Life/Health License(s)
6. Series 7, 63 and/or 65/66 Licenses.
7. LUTCF, CLU, ChFC or CFP designation preferred.
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.
Along with an excellent benefits package, our staff is engaged, rewarded for performance, and encouraged to grow professionally and personally. Our future is driven by our people, and our people are driven to deliver value through innovation, involvement and determination. If you want to be recognized for your results and empowered to reach your potential, we urge you to apply.
In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.
COMPENSATION
Base Salary - $24,000 to $40,000 Never repost
Benefits - Full
Relocation Assistance Available - Possible for ideal candidate
Commission Compensation - Yes
Bonus Eligible - No
Overtime Eligible - No
Interview Travel Reimbursed - No
CANDIDATE DETAILS
5
to 7 years experience
Management Experience Required - No
Minimum Education - Bachelor's Degree
Willingness to Travel - Occasionally
SKILLS AND CERTIFICATIONS
Selling securities
Selling insurance
previous production experience
F2F client meetings
Clean U-4/FINRA a plus
SCREENING QUESTIONS
Do you possess a Series 7 license?
Do you possess a Series 66 or 63 AND 65 license?
Do you possess a Life/Health license?
IDEAL CANDIDATE
Ideal candidate would have previous production experience meeting clients F2F, solid understanding of working in a financial institution model, solid at relationships, and comfortable with prospecting to a warm market.
IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES):
Open area, but banks, CU's, Edward Jones, or any location that teaches holistic financial planning.
WHY WE'RE A GREAT COMPANY
Our company offers solid benefits and support to an FA, along with the ability to build a practice within a strong organization/CU.
ADDITIONAL DETAILS
Location: Hazelwood
Industry: Financial Services - Investment Banking
Job Category: Finance / Accounting - Financial Planning / Advising
Hours Per Week: 40
Visa Candidate Considered: NoEstimated Salary: $20 to $28 per hour based on qualifications.
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