Insurance/Health Advisor
Liberty Federal Credit Union · Evansville, IN · 6 mo ago
HealthcareFull-time
Key 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.
Qualifications
- 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.