Financial Advisory Services (FAS) Specialist (Investment/ Trust / Estate Planning Focus)

Job description

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Performance Expectations and Essential Responsibilities*: - Develop or increase proficiency in meeting members’ needs in the areas of life insurance, investments, trust services, estate planning and retirement planning. This includes explaining products and services, writing policies, opening new accounts and setting Estate Planning Essentials appointments or making an outside attorney referral. - Develops a good understanding of all FAS solutions to coordinate and engage with other specialists as needed obtain assistance 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 management about activities and results within assigned area. - Develops a strong understanding of each platform’s products, services, policies, requirements and open new accounts / place new business effectively in light of those requirements. - Must develop a strong understanding and be able to navigate effectively in SECU operational systems, life insurance sof...