Financial Advisor
Centra Credit Union•Columbus, IN
•Onsite
About The Position
Centra Credit Union is seeking a Financial Advisor to join their team at the Washington Street location in Columbus, Indiana. This role involves selling, educating, and counseling Centra Credit Union Members and non-Members on investment and insurance products and services. The position contributes to a positive client experience, gross dealer concession, an increase in assets under management, and new clients being served. Centra offers a comprehensive benefits package and a supportive work environment that fosters family and work-life integration.
Requirements
- Bachelor's Degree in Related Field
- A minimum of one year up to three years of similar or related experience, including preparatory experience.
- Series 7 Securities License
- Series 66 Securities License
- Long Term Care Certification
- Life and Health Insurance License
Responsibilities
- Drives sales production via face-to-face or virtual meetings, phone calls, emails, and strategic marketing campaigns.
- Talks to prospective clients and conducts client reviews to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop or maintain a financial plan that is in their best interest.
- Cultivates strong working relationships with Centra Team Members, Members and in the Communities we serve.
- Delivers training and development to Centra Team Members to generate qualified referrals that lead to investment and insurance sales.
- Maintains knowledge for compliance with all rules and regulations in the financial and insurance industries.
Benefits
- Excellent benefits
- Atmosphere that fosters family and work-life integration
- Opportunity for growth
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
