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Liberty Federal Credit Union · 1 day ago

Insurance/Health Advisor

BURKHARDT OFFICE, Evansville, IN, US

Full-time

Onsite

Mid Level

Liberty Federal Credit Union is a full-service credit union committed to providing exceptional financial services. They are seeking a Life and Health Advisor to join their Wealth Services team, responsible for serving insurance needs, driving new opportunities, and building relationships with members.

BankingCreditFinancial Services

Responsibilities

Serve existing life and health insurance needs for clients of our Wealth Advisors

Drive new opportunities, especially around Medicare enrollment and related health coverage solutions

Build and maintain strong relationships with members

Manage existing business and identify opportunities for growth

Recommend life, health, and investment products tailored to members’ needs

Ensure compliance with all regulatory requirements and internal policies

Qualification

Life & Health Insurance LicenseCredit union productsCommunication skillsInterpersonal skillsCLU certificationCER certificationCHHC certificationFINRA Series 7 licenseFINRA Series 66 licenseFINRA Series 63 licenseInsurance advisory experienceInvestment advisory experience

Required

Active Life & Health Insurance Producer License with the Indiana Department of Insurance

Excellent communication and interpersonal skills

Strong understanding of credit union products and services

Preferred

Additional certifications/licenses such as CLU, CER, CHHC

FINRA Series 7, 66, and 63 licenses

Experience in insurance and investment advisory roles

Benefits

Paid Holidays

Paid Time Off (Vacation, Sick and Personal Days)

Medical, Dental and Vision Insurance

401(k) retirement program with matching funds

Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance

Tuition Reimbursement Program

Company

Liberty Federal Credit Union

About Liberty Federal Credit Union Liberty Federal Credit Union is a member-owned financial institution focused on returning value through innovative products and services.

Founded in 1936