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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