Director/Senior Director – Client Partner, Insurance
Tiger Analytics
Financial Advisor
Grow Financial Federal Credit Union
full-time
Posted on:
Origin: • 🇺🇸 United States • Alabama, Arizona, Florida, Idaho, Iowa, Kansas, Kentucky, Louisiana, Montana
Visit company websiteJob Level
JuniorMid-Level
About the role
- Responsible for working with members of the credit union to help them with their financial planning needs, including retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning.
- Works with store associates to develop a referral strategy so that the Retirement & Investment Services offered by the credit union are made known to the members.
- Develops and cultivates member relationships to generate revenue and referrals for Retirement & Investment Services.
- Serves members in retail branch environments and collaborates with store teams; may work remote on occasion as part of a hybrid schedule.
Requirements
- Bachelor of Arts/Science degree in Finance, Business or related field from an accredited university required.
- Minimum 2 years of revenue-generating financial sales experience required.
- Series 7, 66, or (63 and 65) securities licenses required.
- Florida Life, Accident and Health Insurance License required.
- Related customer service experience preferred.
- CFP®, ChFC®, CRPC®, JD, CPA or similar designation currently held or actively pursuing strongly preferred.
- Ability to communicate successfully and in a professional manner with clients.
- Above average math aptitude.
- Excellent oral and written communication skills.
- Excellent decision making and problem-solving skills.
- Superior amount of computer literacy and proofreading capabilities.
- Physical Demands: Must be able to sit for extended periods of time; must be able to read, write, speak and type English; must be able to hear and use a telephone; use of computer requires repetitive keystrokes.
- Preferred candidates will reside in Columbia or Charleston, SC, or within the surrounding region between these two cities.
- For remote roles, candidates must be located in the following states: Alabama, Arizona, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Mississippi, Missouri, Montana, Nebraska, New Hampshire, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin, Wyoming.
