Idaho Central Credit Union - Cda, ID

posted 4 days ago

Full-time - Entry Level
Cda, ID
Credit Intermediation and Related Activities

About the position

The position is responsible for identifying risk management strategies, handling policy renewals, and identifying sales opportunities for insurance plans in both life and health. The role involves providing individualized, highly strategic investment consulting to members of Idaho Central Credit Union (ICCU). The employee will work with advisors in the wealth department to develop ongoing financial planning with a member focus to help accomplish their goals. Additionally, the employee will partner with a skilled team on credit and other financial services to offer a full array of solutions to the members and prospects.

Responsibilities

  • Provide excellent member service, consistent with ICCU and Idaho Central Wealth Management objectives and standards.
  • Engage with members after receiving referrals from branches, developing new client relationships, and managing existing relationships.
  • Have a thorough knowledge of all insurance capabilities on the life and Medicare product offerings.
  • Service existing clients and conduct periodic reviews.
  • Hold designations and licenses up to and including Life, Health, AHIP.
  • Complete continuing education annually on all licenses to stay up to date on continual changes.
  • Maintain client records that meet the standards of the federal and state regulatory agencies, as well as following the written policies and procedures of the State Department of Insurance and any carriers.
  • Refer members to the Credit Union for deposit and loan products or services.
  • Mentor new agents as requested.
  • Engage with other departments to recommend risk management strategies that fit member's risk profile.
  • Be highly self-motivated and self-disciplined with the ability to work effectively in a fast-paced sales environment.
  • Travel will be required.
  • Perform other duties as assigned.

Requirements

  • Bachelor's degree in relevant field required.
  • 0-3 years' experience required as a licensed insurance agent.
  • State of Idaho, Washington, and Oregon- Life, Health and Disability Insurance licenses are preferred.
  • Health and disability license must be obtained before start of employment.
  • AHIP certified if working with Medicare policies required.
  • Experience in a financial institution environment preferred.
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