About this role

Serve the investment and planning needs of Credit Union members by identifying financial goals and recommending appropriate insurance and securities products. Establish and maintain member relationships through ongoing reviews and community involvement. This role requires a professional image and adherence to compliance standards.

What we are looking for

6

Serve investment and planning needs of Credit Union members
Utilize Total-Needs Based selling approach
Identify financial goals and appropriate insurance/securities products
Establish relationships through continuous periodic reviews
Cultivate business through community involvement
Comply with broker dealer, insurance, and securities requirements

Work authorization

No visa sponsorship is available.
Must be authorized to work without sponsorship.