This role supports the delivery of Financial Advisory Services by helping to service existing member relationships and assisting with basic financial empowerment initiatives
Job Summary
This role supports the delivery of Financial Advisory Services by helping to service existing member relationships and assisting with basic financial empowerment initiatives.
The employee will determine member life insurance and annuity needs while coordinating with specialists to ensure holistic solutions are provided.
Candidates must be self-motivated, possess strong organizational skills, and be willing to travel regionally within North Carolina.
Matching Summary
This role supports the delivery of Financial Advisory Services by helping to service existing member relationships and assisting with basic financial empowerment initiatives.
Skills & Requirements
Must-have
Life insurance licensing required
Excellent written and verbal communication skills
Strong multi-tasking and organizational skills
Ability to travel regionally with valid driver's license
Discretion in handling confidential member information
Nice-to-have
Experience in credit union or financial services industry
Interest in attaining future investment licensing
Self-motivated with aptitude for meeting people
Cordial interactions with members and co-workers
Willingness to work additional hours when necessary
Key Requirements
Must have or quickly obtain life insurance licensing
2+ years experience in a support role (for FAS Representative level)
Valid driver's license and personal vehicle required