Works closely with members to offer personalized financial advice. Grows business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc. ESSENTIAL DUTIES AND RESPONSIBILITIES - Serve Your Members:Cultivate strong relationships with members by consistently using the prescribed sales process. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit uni... more detailson staff meetings and functions and sending referrals back to the Credit Union. Present a professional image in all interactions both personally and professionally. Run Your Office:Consistently and effectively utilize all tools, technology, and resources as prescribed by LPL Financial and the Credit Union. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies and keep up to date on all continuing education and required training. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves. Grow Your Business:Meet or exceed individual production goals - with an appropriate product mix. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc. OtherAttend and participate in LPL Financial meetings, virtual and face to face, as scheduled. All team members must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. This includes the SAFE Act. Failure to do so may result in disciplinary and other employment related actions. Performs related duties as required. QUALIFICATIONS - To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. LICENSES/ CERTIFICATESCA Life/ Health License(s); Minimum of Series 6 & 63 (Series 7 & 66 preferred)EDUCATION and/or EXPERIENCE - Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.; Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions.
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