SECU · 1 week ago
Financial Advisory Services (FAS) Specialist (Insurance Focus)
Raleigh - 801 Hillsborough St
Full-time
Hybrid
New Grad, Entry LevelState Employees Credit Union is dedicated to the credit union philosophy of 'People Helping People' and is seeking a Financial Advisory Services Specialist with a focus on insurance. The role involves providing and growing insurance-related products for members, engaging with branch employees, and coordinating with FAS Contact Center Managers to deliver effective financial advisory services.
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 Contact Center Managers about activities and results within assigned area
Performs other tasks as assigned
Qualification
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
Company
SECU
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
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Leigh Brady
President and CEO
Recent News
2025-10-23
State Employees' Credit Union (SECU)
2025-09-17
Company data provided by crunchbase