Investments Representative

Arizona Financial Credit Union • Phoenix, AZ

20h • Hybrid

About The Position

The position is responsible for managing and promoting a financially viable investment services program (insurance and securities) through managing sales volume and expense control. This role ensures staff understanding of programs and solicits support through ongoing promotions. It provides prompt and attentive service to members in developing a financial plan to meet their investment objectives. The representative conducts financial education workshops for members/SEG groups and maintains and updates member financial plans to meet changes in the marketplace and member's individual goals. They maintain current knowledge of products, regulations, and financial trends, and identify and fulfill the financial needs of members by offering suitable investment products and services. The main sales-related duties include initiative-taking marketing, product recommendation, cross-selling products and services, relationship building, event participation, follow-up, and service calls. The role also assures compliance of the securities program. Other job-related duties may be assigned.

Requirements

• Bachelor’s degree (B.A.) or three (3) years’ experience in a financial institution or any related field in Insurance, Investment counseling or any equivalent combination of education and experience.
• Knowledge of computers and software applications such as Word, Excel, etc.
• Ability to type 25 words per minute.
• Ability to read, write, speak, and use proper grammar in English.
• Ability to read, analyze and interpret technical procedures, financial reports, legal documents, and government regulations.
• Ability to write business correspondence in response to sensitive inquiries or complaints.
• Ability to communicate verbally both in person and on the telephone.
• Ability to speak effectively to members regarding sensitive inquiries or complaints.
• Ability to speak effectively presenting information to groups of membership, management, and board of directors.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to calculate rates, ratios, and percentages.
• Ability to forecast financial models and trends.
• Must qualify and be accepted as a Registered CUSO Agent and have an active insurance license.
• Securities license.
• Certified Financial Planner license.

Responsibilities

• Ensures staff understanding of programs and solicit support through ongoing promotions.
• Provides prompt and attentive service to members in developing a financial plan to meet their investment objectives.
• Conducts financial education workshops for members/SEG groups.
• Maintains and updates member financial plans to meet changes in marketplace and member's individual goals.
• Maintains current knowledge of products, regulations, and financial trends.
• Identifying and fulfilling the financial needs of our members by offering suitable investment products and services.
• Initiative-taking marketing, product recommendation, cross selling products and services, relationship building, event participation, follow up, and service calls.
• Assures compliance of securities program.
• Performs other job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level