Financial Advisory Services Specialist - Insurance Focus

State Employees' Credit Union

Multiple Locations, US
Not specified
Fully licensed in life and health insurance
Property and casualty or personal lines license
Four-year degree or ccue certification
The State Employees' Credit Union is seeking a Financial Advisory Services Specialist with an Insurance Focus to provide and grow insurance-related products for members. The ideal candidate will work closely with branch employees and engage in various aspects of financial advisory services, including life insurance and personal lines

Job Summary

  • The role focuses on providing and growing the local delivery of insurance-related products to members within assigned work areas.
  • Candidates must be fully licensed in Life and Health Insurance and either Property & Casualty or Personal Lines insurance.
  • The position requires regional travel and the possession of a valid driver's license and personal vehicle.

Matching Summary

Match Score: 75

The State Employees' Credit Union is seeking a Financial Advisory Services Specialist with an Insurance Focus to provide and grow insurance-related products for members. The ideal candidate will work closely with branch employees and engage in various aspects of financial advisory services, including life insurance and personal lines.

Skills & Requirements

Must-have

  • Fully licensed in Life and Health Insurance
  • Property and Casualty or Personal Lines license
  • Four-year degree or CCUE Certification
  • Strong written and verbal communication skills
  • Ability to travel regionally with own vehicle

Nice-to-have

  • Experience in credit union or financial services industry
  • Self-motivated with aptitude for meeting people
  • Ability to adapt quickly to daily work changes
  • Excellent multi-tasking and organizational skills
  • Trust and respect for Credit Union philosophy

Key Requirements

  • Four-year degree OR CCUE Certification OR NC-CTP Associate Degree
  • Full licensure in Life/Health and P&C/Personal Lines
  • Obtain licenses within 3 months if unlicensed at hire
  • Maintain all required licenses and continuing education
  • Fluent English speaking ability

Work Rights

Not specified

Tailored Resume

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