Reports to: Manager, Investment Services.
Functions Supervised: None
Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.
Duties and Responsibilities:
- Meet with existing and prospective clients to promote financial planning and investment services.
- Conduct educational seminars and workshops.
- Present client financial plan and investment proposals in a professional manner.
- Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements.
- Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services.
- Track sales, marketing and referrals.
- Provide referrals for other Global Credit Union services as appropriate.
- Participate in the credit union’s business development activities, while seeking and recommending new opportunities.
- Meet production goals.
- Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements.
- Maintain proficiency with organization and program partner systems.
- Perform service calls and special projects when warranted.
- Perform other duties as assigned.
