Support the delivery of Financial Advisory Services by servicing member relationships, assisting with financial empowerment, and introducing FAS solutions
Job Summary
Support the delivery of Financial Advisory Services by servicing member relationships, assisting with financial empowerment, and introducing FAS solutions.
Deliver training on FAS solutions to branch staff to improve member referrals and educate employees on financial wellbeing.
Assist licensed investment and trust representatives with reviews, calendar maintenance, and member follow-ups.
Matching Summary
Support the delivery of Financial Advisory Services by servicing member relationships, assisting with financial empowerment, and introducing FAS solutions.
Skills & Requirements
Must-have
Life insurance licensing
Excellent communication skills
Self-motivated
Adapt to changes
Strong multi-tasking skills
Strict confidentiality
Nice-to-have
Credit union philosophy
Financial empowerment initiatives
Develop member confidence
Community involvement events
Cooperate and collaborate
Key Requirements
Life insurance licensing
2+ years support role experience (for Representative level)