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SECU · 3 months ago

Financial Advisory Services Specialist - Insurance Focus

Asheville, NC

Full-time

Onsite

New Grad, Entry Level

SECU is a credit union that believes in the philosophy of 'People Helping People,' and they are seeking a Financial Advisory Services Specialist with an insurance focus. The role involves providing and growing the delivery of insurance-related products to members, engaging with branch employees on financial advisory topics, and acting as a personal lines agent for various districts.

AccountingBankingFinancial Services

Responsibilities

Develops or increases proficiency as a life insurance agent to explain coverage options, deliver quotes, and write policies

Develops or increases proficiency as a personal lines insurance agent to explain coverage options, deliver quotes, and write policies

Develops a good understanding of all FAS solutions to coordinate and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically

Effectively works referrals to ensure members are connected with a qualified FAS employee

Frequently communicates with the FAS DM about activities and results within assigned area

Performs other tasks as assigned

Qualification

Life Insurance LicensePropertyCasualty LicenseCCUE CertificationFinancial Services ExperienceMulti-tasking SkillsCordial InteractionsCommunication SkillsSelf-MotivatedOrganizational SkillsTeam CollaborationAdaptability

Required

Must have four-year degree, CCUE Certification, OR Associate of Arts or Associate of Science degree via the North Carolina College Transfer Program (NC-CTP) OR be fully licensed in life insurance and either Property & Casualty OR Personal Lines insurance

Must be fully licensed in insurance products OR become fully licensed within 3 months of hire by obtaining the following licenses: Life and Health Insurance, Property and Casualty Insurance (NOTE: unlicensed hires will now be solely pursuing the Property and Casualty license.)

Must maintain all required licenses after obtaining them and satisfy all continuing education requirements

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

Preferred

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

Company

SECU

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Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App.

Founded in 1937