What are the responsibilities and job description for the Investment Consultant - Financial Advisor position at Centra Credit Union?
Thank you for your interest in a career with Centra. A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities. Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the top five largest credit unions in Indiana and among the most financially sound institutions in the United States. Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY and Whitakers, NC. Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in achievement of results, and the opportunity for growth with the Centra Family. Credit Unions are Not for Profit, Not for Charity, But for Service. If these are the things that matter to you then please read on, we look forward to hearing from you.
Centra Credit Union has an exciting opportunity for a full-time Investment Consultant within the Central Indiana Region (Indianapolis to Columbus).
The Investment Consultant is responsible for selling, educating, and counseling of investment and insurance products and services to Centra Credit Union Members and non-Members. This position can be located within the Centra Credit Union footprint in Central Indiana. This position contributes to a positive client experience, gross dealer concession, an increase in assets under management and new clients being served.
Spanish/English interpreters may be eligible for an interpreting differential.
ESSENTIAL FUNCTIONS: This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.
- Drives sales production via face-to-face or virtual meetings, phone calls, emails, and strategic marketing campaigns. Talks to prospective clients and conducts client reviews to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop or maintain a financial plan that is in their best interest.
- Cultivates strong working relationships with Centra Team Members, Members and in the Communities we serve.
- Delivers training and development to Centra Team Members to generate qualified referrals that lead to investment and insurance sales.
- Maintains knowledge for compliance with all rules and regulations in the financial and insurance industries.
EDUCATION & EXPERIENCE: (Equivalent combination of Education & Experience will be considered).
- Bachelor's Degree in Related Field
- A minimum of one year up to three years of similar or related experience, including preparatory experience.
LICENSES & CERTIFICATIONS:
- Series 7 Securities License
- Series 66 Securities License
- Long Term Care Certification
- Life and Health Insurance License
- Certified Financial Planner Designation (Preferred)
Centra is an Equal Opportunity Employer
