Financial Advisory Services Specialist - Insurance Focus

SECU • Asheville, NC

100d

About The Position

The Financial Advisory Services (FAS) Specialist (Insurance Focus) is responsible for providing and growing the local delivery of insurance-related products to members within the assigned work area. This role involves engaging branch employees on general financial advisory topics to support the referral process. The FAS Specialist acts as the primary personal lines agent for one or more districts, providing quotes and writing policies as needed. Additionally, this position helps members with their life insurance and annuity needs and works directly with the FAS DM to ensure effective delivery of Financial Advisory Services.

Requirements

• Must have a four-year degree, CCUE Certification, OR Associate of Arts or Associate of Science degree via the North Carolina College Transfer Program (NC-CTP) OR be fully licensed in life insurance and either Property & Casualty OR Personal Lines insurance.
• Must be fully licensed in insurance products OR become fully licensed within 3 months of hire by obtaining the following licenses: Life and Health Insurance, Property and Casualty Insurance.
• Some experience in the credit union or financial services industry is preferred.
• Must maintain all required licenses after obtaining them and satisfy all continuing education requirements.
• 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.

Responsibilities

• Develops or increases proficiency as a life insurance agent to explain coverage options, deliver quotes, and write policies.
• Develops or increases proficiency as a personal lines insurance agent to explain coverage options, deliver quotes, and write policies.
• Develops a good understanding of all FAS solutions to coordinate and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically.
• Effectively works referrals to ensure members are connected with a qualified FAS employee.
• 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
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees