Associate Financial Advisory Services (FAS) Representative

Job description

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose: To support the delivery of Financial Advisory Services in the district by helping to service existing FAS member relationships, assisting members with basic financial empowerment initiatives, and helping to introduce members to FAS solutions and products. Dimension: This person serves as an entry-level FAS employee and helps improve the efficiency of the district by assisting with tasks that do not require licensing other than life insurance. However, this employee will ideally be interested in attaining licensing in the future as the needs of the district evolve and additional licensed representatives are needed. Duties: - Determines member life insurance and annuity needs and delivers solutions accordingly. - Develops a good understanding of all FAS solutions to coordinate and engage with specialists as needed to ensure member needs are being met holistically. - Delivers training on FAS solutions to branch staff to aid in both improving the quality of member referrals to FAS and educating employees on how FAS solutions can help improve their own financial wellbeing....