Financial Advisory Services Representative

State Employees' Credit Union • Clayton, NC

2d • Hybrid

About The Position

This role supports the delivery of Financial Advisory Services within the district. The primary purpose is to assist with servicing existing member relationships, guiding members through financial empowerment initiatives, and introducing them to Financial Advisory Services (FAS) solutions and products. This is an entry-level position designed to enhance district efficiency by handling tasks that do not require licensing beyond life insurance. There is an expectation that the individual will pursue future licensing as district needs evolve and more licensed representatives are required.

Requirements

• Must have or quickly obtain life insurance licensing
• 2+ years’ experience in a support role required for FAS Representative level.
• Must demonstrate excellent written and verbal communication skills
• Must be self-motivated.
• Must possess an aptitude for meeting people, developing member confidence, respect of members and co-workers, trust of Credit Union.
• Must be able to quickly adapt to changes in daily work based on immediate needs.
• Must have strong multi-tasking and organizational skills.
• Be discreet in performance of duties and hold information about member accounts in strict confidence.
• Work additional hours when necessary to execute responsibilities.
• Must complete training, modules and education as directed by management.
• Must be able to speak English fluently.
• Must be able to cooperate and collaborate with co-workers.
• Must be cordial in all interactions with members and co-workers.
• Must adhere to the work schedule and attendance policy established by manager.
• Regional travel required.
• Must possess vehicle and valid driver’s license.

Nice To Haves

• Some experience in the credit union or financial services industry is preferred.
• (No experience required for Associate FAS Representative level.)

Responsibilities

• Determines member life insurance and annuity needs and delivers solutions accordingly.
• Develops a good understanding of all FAS solutions to coordinate and engage with specialists as needed to ensure member needs are being met holistically.
• Delivers training on FAS solutions to branch staff to aid in both improving the quality of member referrals to FAS and educating employees on how FAS solutions can help improve their own financial wellbeing.
• Effectively works referrals to ensure members are connected with a qualified FAS employee.
• Assists licensed investment representatives with making annual review calls and other responsibilities that do not require investment licensing.
• Assists trust representatives with maintaining the EPE calendar and following up with members as needed.
• Participates in community involvement events as organized by the DM (i.e. promotional presentations, member appreciation events, educational sessions, etc.)
• Frequently communicates with the FAS DM about activities and results within assigned area.
• Performs other tasks as assigned.

Benefits

• Equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed