SECU

Financial Planning and Analysis

• Determines member life insurance and annuity needs and delivers solutions accordingly.
• Develops a good understanding of all FAS solutions to coordinate and engage with specialists as needed to ensure member needs are being met holistically.
• Delivers training on FAS solutions to branch staff to aid in both improving the quality of member referrals to FAS and educating employees on how FAS solutions can help improve their own financial wellbeing.
• Effectively works referrals to ensure members are connected with a qualified FAS employee.
• Assists licensed investment representatives with making annual review calls and other responsibilities that do not require investment licensing.
• Assists trust representatives with maintaining the EPE calendar and following up with members as needed.
• Participates in community involvement events as organized by the DM (i.e. promotional presentations, member appreciation events, educational sessions, etc.)
• Frequently communicates with the FAS DM about activities and results within assigned area.
• Performs other tasks as assigned.

Associate Financial Advisory Services Representative