This position is responsible for providing advice and solutions
that effectively address the financial goals and objectives as well
as the needs and concerns of members. The role develops long term
relationships to grow business.
Cultivate strong relationships with members by consistently
using the prescribed sales process.
Provide fee based financial planning and asset management to
members. Grow Assets under Management (AUM) by offering a breadth
of financial solutions.
Cultivate strong working relationships and trust among credit
union staff by conducting regular training,
attendance/participation at credit union staff meetings and
functions and sending referrals back to the credit union.
Effectively deliver multiple services and expertise to clients
by providing professional fee based advice, financial planning and
Effectively implement/leverage technology and other available
investment tools and resources to provide clients an exceptional
member experience on a consistent basis.
Meet or exceed credit union cross selling goals as established
in the credit union commitment letter. Meet or exceed production
goals, with an appropriate product mix. Collaborate with credit
union, create and execute on an annual marketing plan.
Pursue member feedback regarding their experience including the
process and the outcome.
Adhere to all FINRA and insurance rules and regulations, as well
as to all company policies.
Bachelor's degree in Business, Finance or equivalent trade off
in professional work experience.
3-5 years successful financial services sales experience; with a
verifiable commission history of at least $150,000 Gross Dealer
Life, health and variable insurance license.
FINRA Securities Industry Essentials Examination, Series 7, 63
and IAR (65/66 or appropriate designation) registrations.
LUTCF, CLU, ChFC or CFP designation preferred.
Demonstrated ability to effectively build business relationships
with diverse clients.
Demonstrated ability to translate complex information, create
and deliver an effective message scaled to appropriate
High level oral and written communication skills.
For individuals new to this role:
Have a satisfactory background check and securities registration
with our licensed broker-dealer and/or verify all required
Have all outside business activity reviewed to ensure no
conflicts of interest exist and applicable regulatory requirements
CUNA Mutual Group’s insurance, retirement and investment
products provide financial security and protection to credit unions
and their members worldwide. As a dynamic and growing company, we
strive to create a culture of performance, high standards and
defined values. In return for your skills and contributions, we
offer highly competitive compensation and benefit packages,
significant professional growth, and the opportunity to win and be
Please provide your Work Experience and Education or attach a
copy of your resume. Applications received without this information
may be removed from consideration.