TwinStar Credit Union/Northwest Community Credit Union
Portland, OR
16 days ago
$29.39 - $44.09
Job Description
Join TwinStar Credit Union as a Financial Advisor, where you'll provide essential financial planning services and make a positive impact on members and the community. Enjoy a supportive culture and competitive compensation while working remotely and engaging with clients through various outreach methods.
Key Responsibilities
Provide financial planning services and implement financial plans
Conduct client outreach through various methods
Determine clients' coverage and investment needs
Develop referral sources through community events
Ensure client disclosures are properly explained and signed
Follow up on leads and meet sales volume standards
Schedule appointments to assess client needs
Handle securities and insurance applications
Required Qualifications
Series 7 certification
Series 66 or Series 65 & Series 63 certification
Insurance License
Minimum of three years experience in direct sales in the securities and insurance industries
Preferred Qualifications
Knowledge of financial planning concepts
Experience in budgeting, planning, and goal setting
Sales methods and techniques proficiency
Benefits & Perks
Medical, dental, vision, and life insurance coverageHealth Care FSA, HSA with employer contributions, and Dependent Care FSA401k plan accessAccrual of vacation and sick leavePaid holidays and floating holidaySelf-care and volunteer time