Role OverviewJoin a winning team at Christian Financial Credit Union as a Licensed Investment Representative to help employees, credit union members, and new clients reach their financial goals. This individual will service an existing book of business while generating new clients.
What You Will Do
Identify and evaluate customer and employee needs for financial services, develop an investment strategy, market and support credit union services, and provide regular feedback to branch employees and executives.
Why It Might Be a Fit
This role requires exceptional sales orientation, in-depth investment knowledge, and strong interpersonal skills. Previous experience working in a credit union or community bank environment is preferred.
Requirements
- A college degree
- Minimum 3 years financial services industry experience
- Active FINRA Series 6 or 7, 63/65 or 66 licenses
- Michigan Life and Health Insurance Licenses
- Exceptional sales orientation
- In-depth investment knowledge
- Professional, well-developed oral, written, and interpersonal skills
Benefits
- Paid Time Off
- Tuition reimbursement
- Student loan repayment
- Medical, dental, vision, disability, 401K matching, and life insurance
- Employee volunteer program
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