Investments Representative

Essential Job Functions

• Solicits support through ongoing promotions.
• Provides prompt and attentive service to members in developing a financial plan to meet their investment objectives.
• Conducts financial education workshops for members/SEG groups.
• Maintains and updates member financial plans to meet changes in marketplace and member's individual goals.
• Maintains current knowledge of products, regulations, and financial trends.
• Identifies and fulfills the financial needs of our members by offering suitable investment products and services.
• Initiative-taking marketing, product recommendation, cross selling products and services, relationship building, event participation, follow up, and service calls.
• Affirms compliance of securities program.
• Performs other job-related duties as assigned.

Position Required Qualifications

• Minimum Education and Experience: Bachelor’s degree (B.A.) or three (3) years’ experience in a financial institution or any related field in Insurance, Investment counseling or any equivalent combination of education and experience.
• Knowledge, Skills, and Abilities:
  • Knowledge of computers and software applications such as Word, Excel, etc.
  • Ability to type 25 words per minute.
  • Ability to read, write, speak, and use proper grammar in English.
  • Ability to read, analyze and interpret technical procedures, financial reports, legal documents, and government regulations.
  • Ability to write business correspondence in response to sensitive inquiries or complaints.
  • Ability to communicate verbally both in person and on the telephone.
  • Ability to speak effectively to members regarding sensitive inquiries or complaints.
  • Ability to speak effectively presenting information to groups of membership, management, and board of directors.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to calculate rates, ratios, and percentages.
  • Ability to forecast financial models and trends.
• Licenses, Training, and Certifications Required:
  • Must qualify and be accepted as a Registered CUSO Agent and have an active insurance license.
  • Required Qualifications: Securities license. Certified Financial Planner license.
• Hybrid Work Environment and Physical Demands:
  • Occasionally required to use hands to finger keys accurately when using calculator machines or computer keyboards.
  • Regularly required to sit.
  • Specific vision abilities required by this job include close vision.
  • The noise level in the work environment is moderate.
  • Must be able to travel independently to department and branch locations.