Associate Financial Advisory Services (FAS) Representative

SECU • Angier, NC

1d

About The Position

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose To support the delivery of Financial Advisory Services in the district by helping to service existing FAS member relationships, assisting members with basic financial empowerment initiatives, and helping to introduce members to FAS solutions and products. Dimension This person serves as an entry-level FAS employee and helps improve the efficiency of the district by assisting with tasks that do not require licensing other than life insurance. However, this employee will ideally be interested in attaining licensing in the future as the needs of the district evolve and additional licensed representatives are needed.

Requirements

• Must have or quickly obtain life insurance licensing
• Some experience in the credit union or financial services industry is preferred.
• 2+ years’ experience in a support role required for FAS Representative level. (No experience required for Associate FAS Representative level.)
• Must demonstrate excellent written and verbal communication skills
• Must be self-motivated.
• Must possess an aptitude for meeting people, developing member confidence, respect of members and co-workers, trust of Credit Union.
• Must be able to quickly adapt to changes in daily work based on immediate needs.
• Must have strong multi-tasking and organizational skills.
• Be discreet in performance of duties and hold information about member accounts in strict confidence.
• Work additional hours when necessary to execute responsibilities.
• Must complete training, modules and education as directed by management.
• Must be able to speak English fluently.
• Must be able to cooperate and collaborate with co-workers.
• Must be cordial in all interactions with members and co-workers.
• Must adhere to the work schedule and attendance policy established by manager.
• Regional travel required.
• Must possess vehicle and valid driver’s license.

Nice To Haves

• Some experience in the credit union or financial services industry is preferred.

Responsibilities

• Determines member life insurance and annuity needs and delivers solutions accordingly.
• Develops a good understanding of all FAS solutions to coordinate and engage with specialists as needed to ensure member needs are being met holistically.
• Delivers training on FAS solutions to branch staff to aid in both improving the quality of member referrals to FAS and educating employees on how FAS solutions can help improve their own financial wellbeing.
• Effectively works referrals to ensure members are connected with a qualified FAS employee.
• Assists licensed investment representatives with making annual review calls and other responsibilities that do not require investment licensing.
• Assists trust representatives with maintaining the EPE calendar and following up with members as needed.
• Participates in community involvement events as organized by the DM (i.e. promotional presentations, member appreciation events, educational sessions, etc.)
• Frequently communicates with the FAS DM about activities and results within assigned area.
• Performs other tasks as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed