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Financial Advisor
Greenbelt, MD
Greenbelt
MD
20768
Date
: May-08-17
2017-05-08
2017-07-07
Financial Advisor
Greenbelt, MD
May-08-17
Work Authorization
US Citizen
GC
H1B
EAD (OPT/CPT/GC/H4)
Preferred Employment
Corp-Corp
W2-Permanent
W2-Contract
1099-Contract
Contract to Hire
Job Details
Experience
:
Architect
Rate/Salary ($)
:
Market
Duration
:
Sp. Area
:
Others
Sp. Skills
:
Others
Permanent Direct Hire
FULL_TIME
Direct Client Requirement
Required Skills
:
Financial services
Preferred Skills
:
Domain
:
IT/Software, Financial, Insurance
Work Authorization
US Citizen
GC
EAD (OPT/CPT/GC/H4)
H1B
Preferred Employment
Corp-Corp
W2-Permanent
W2-Contract
1099-Contract
Contract to Hire
Job Details
Experience
:
Architect
Rate/Salary ($)
:
Market
Duration
:
Sp. Area
:
Others
Sp. Skills
:
Others
Permanent Direct Hire
FULL_TIME
Direct Client Requirement
Required Skills
:
Financial services
Preferred Skills
:
Domain
:
IT/Software, Financial, Insurance
Insigma Inc
Ashburn, VA
Post Resume to
View Contact Details &
Apply for Job
Job Description
:
*Job Title: *Financial Advisor - Educational Systems Federal Credit Union*
JobLocation: *Greenbelt, Maryland
*Experience: 8 Years*
*Duration: Fulltime*
*Responsibilities:*
Experience selling financial services with verifiable commission history
of at least $150,000 Gross Dealer Concessions (3+ years);
Experience selling Retail Production;
Experience selling Securities;
Experience selling Insurance;
Experience building business relationships with diverse clients;
Life / Health License(s);
Series 7, 63 and/or 65/66 Licenses;
LUTCF, CLU, ChFC or CFP designation (preferred);
Bachelor''s degree in Business, Finance, Insurance or related field.
*Responsibilities:*
Cultivate strong relationships with members by consistently using the
prescribed sales process;
Cultivate strong working relationships and trust among credit union staff
by conducting regular staff training, attendance/participation at credit
union staff meetings and functions and sending referrals back to the Credit
Union;
Meet or exceed credit union cross-selling goals as established in the
credit union commitment letter;
Adhere to all FINRA and insurance rules and regulations, as well as to
all company policies;
Meet or exceed individual production goals - with an appropriate product
mix;
Continually strive to grow business via Lobby Days, seminars and
workshops, execution on system of referrals, segmentation of book of
business, etc.
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