Financial Advisory Services Specialist - Insurance Focus

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

• Financial Advisory Services (FAS) Specialist   
• (Insurance Focus)

Purpose

To provide and grow the local delivery of insurance related products to members within assigned work area. To engage branch employees on general financial advisory topics to support the referral process.

Dimensions

This person acts as the primary personal lines (auto, homeowners, etc) agent for one or more districts, providing quotes and writing policies as needed. The insurance focused FAS Specialist also helps members with their life insurance and annuity needs.  Finally, this person works directly with the FAS DM to provide the effective delivery of Financial Advisory Services.

Duties

• Develops or increases proficiency as a life insurance agent to explain coverage options, deliver quotes, and write policies. 
• Develops or increases proficiency as a personal lines insurance agent to explain coverage options, deliver quotes, and write policies.
• Develops a good understanding of all FAS solutions to coordinate and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically.
• Effectively works referrals to ensure members are connected with a qualified FAS employee.
• Frequently communicates with the FAS DM about activities and results within assigned area.
• Performs other tasks as assigned.

Requirements

• Must have four-year degree, CCUE Certification, OR Associate of Arts or Associate of Science degree via the North Carolina College Transfer Program (NC-CTP) OR be fully licensed in life insurance and either Property & Casualty OR Personal Lines insurance
• Must be fully licensed in insurance products OR become fully licensed within 3 months of hire by obtaining the following licenses:
• Life and Health Insurance
• Property and Casualty Insurance (NOTE: unlicensed hires will now be solely pursuing the Property and Casualty license.)
• Some experience in the credit union or financial services industry is preferred.
• Must maintain all required licenses after obtaining them and satisfy all continuing education requirements.
• Must demonstrate excellent written and verbal communication skills
• Must be self-motivated.
• Must possess an aptitude for meeting people, developing member confidence, respect of members and co-workers, trust of Credit Union.
• Must be able to quickly adapt to changes in daily work based on immediate needs.
• Must have strong multi-tasking and organizational skills.
• Be discreet in performance of duties and hold information about member accounts in strict confidence.
• Work additional hours when necessary to execute responsibilities.
• Must complete training, modules and education as directed by management.
• Must be able to speak English fluently.
• Must be able to cooperate and collaborate with co-workers.
• Must be cordial in all interactions with members and co-workers.
• Must adhere to the work schedule and attendance policy established by manager.
• Regional travel required.  Must possess vehicle and valid driver’s license.

Job Environment

Office setting with physical proximity to other employees. 

Some background noise from other employees, copy machine, and telephone.  Some aspects of job will be performed at off-site premises.

Physical Demands

Must be able to comprehend and carry out verbal and written instructions.

Sits 50%, walk 25%, and stands 25% of the time.

Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.

Use hands and fingers to press telephone key pad and lift telephone receiver.

Must be able to comprehend phone calls.

Must be able to communicate clearly in answering members questions.

Must listen well to ascertain the services needed by each member.

Climbing stairs may be necessary in branches that are housed on more than one floor. Visual acuity is required to complete necessary documentation

Must be able to lift 5 pounds.

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.