Financial Advisor - Reliant Credit Union

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          "text": "<p><span>Financial Advisor - Reliant Credit Union<br /><span><br />Reliant Credit Union is seeking a Financial Advisor to serve the financial needs of their credit union members. Help members identify financial goals and objectives through face-to-face financial analysis and identify appropriate insurance and securities products to meet members&apos; goals and objectives.</span></span></p><p><span><span><br />Achieve program profitability for our Brokerage Services, Inc. and Credit Union by developing long term relationships and utilizing prescribed methods to grow business. This is a dual opportunity (W-2 employment with Reliant Credit Union and our Brokerage Services, Inc.).<br /><br />Responsibilities<br /><br />Present a professional image from a personal and professional level that will be beneficial to customers, credit union partnerships and the Company.<br />Cultivate strong working relationships and build trust among customers through effectively working your book of business.<br />Follow a professional, broad based sales process in accordance with the Company’s procedures.<br />Follow regulatory securities requirements and strictly adhere to all Company policies.<br />Follow regulatory policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers in a professional manner.<br />Follow the Company and regulatory guidelines for maintaining client files.<br />Meet or exceed the Company’s minimum program production standards along with a product mix of business consistent with the needs of your customers.<br />Attend all required training along with additional opportunities to attend informational meetings scheduled by the Company.<br /><br />Requirements<br /><br />Three to five years of proven financial services sales success experience.<br />Minimum production history of $200,000 annually over the last three years and preferably client assets of at least $15 million.<br />FINRA Registration: Series 7, 63 and 65/66.<br />Life/Health License(s).<br />Commitment to Total Needs Bases Sales approach.</span></span></p><p><span><b><br /></b><strong><b><span>5+ to 7 years experience</span></b></strong><br />Management Experience Required -<span> </span><span>No</span><br />Minimum Education -<span> </span><span>Bachelor&apos;s Degree</span><br />Willingness to Travel -<span> </span><span>Occasionally</span><br /><strong><b>SKILLS AND CERTIFICATIONS</b></strong><span> </span><br /><span><strong><b>Selling securities</b></strong><span> </span><br /></span><span><strong><b>Selling insurance</b></strong><span> </span><br /></span><span><span>face to face client meetings</span><br /></span><span><span>bank or credit union experience</span><br /></span><span><br /></span><strong><b>IDEAL CANDIDATE</b></strong><span>Someone that is good with dealing with people and building relationships.  This location comes with a 50M book of business, so they would have to be used to dealing with a book, as well</span></span></p><p><span><strong><b>IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES):</b></strong><span>Open to most backgrounds, but wirehouse and traders are not usually a good fit.  We need someone with the insurance experience, as much as the securities.<br /><br />Any Independent B/D, bank, or credit union.</span><strong><b>WHY WE&apos;RE A GREAT COMPANY</b></strong><span>Great support for the FA&apos;s, great work environment, and a stable location in a volatile arena of business.</span></span><br /></p>",
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