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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in coordinating financial advisory solutions and cross-selling FAS products while ensuring compliance with regulatory requirements. Strong communication and organizational skills are essential for liaising with clients and Financial Advisors effectively.
Highest-signal resume keywords
Life Insurance LicenseMicrosoft Office ProficiencyFinancial Services ExperienceStrong Communication SkillsOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
MultitaskingAdaptabilityDiscretionTrust Building
Tools & Technologies
NetX 360EnvestnetLife Insurance SoftwareSECU Operational Systems
Certifications & Qualifications
High School DegreeGEDLife Insurance License (Current or Willingness to Obtain)
Industry Keywords
Credit UnionFinancial AdvisoryEstate PlanningCross-SellingClient Confidentiality
About the role
Key responsibilities & impact- Support the Financial Advisor team by coordinating FAS solutions and ensuring client needs are met holistically
- Identify and promote cross-selling opportunities for FAS products with new and existing clients across business lines
- Work referrals to connect members promptly with qualified FAS employees
- Assist licensed Investment Representatives with annual review calls, new account packets, account maintenance, pre-meeting preparation, appointment scheduling, and other non-licensed activities
- Liaise between the Financial Advisor network and back office to improve communication and allocation of Financial Advisor time
- Assist Trust Representatives with the Estate Planning calendar and member follow-ups
- Navigate SECU operational systems, life insurance software, NetX 360, Envestnet, and future systems
- Communicate with the FAS District Manager about activities and results
- Train branch staff on FAS solutions
- Participate in community involvement and promotional events
- Prepare and deliver documents to clients for signatures
- Submit completed account documents for timely approval
- Connect clients with Financial Advisors for follow-up meetings
- Comply with Credit Union policies and regulatory requirements
- Protect member confidentiality and follow security and control procedures
- Complete required quarterly training and continuing education
Requirements
What you’ll need- High School Degree or GED
- Hold a current life insurance license or willingness to obtain
- Excellent written and verbal communication skills
- Proficiency in all Microsoft Office applications
- Ability to meet people, develop member confidence, and maintain respect and trust
- Ability to quickly adapt to changing daily work needs
- Strong multitasking and organizational skills
- Discretion and strict confidentiality regarding member accounts
- Ability to work additional hours when necessary
- Fluent English
- Ability to adhere to the manager-established work schedule and attendance policy
- Regional travel required
- Must possess a vehicle and valid driver's license
- Experience in the credit union or financial services industry preferred
- Interest and motivation to obtain additional investment licenses preferred
- Ability to lift 5 pounds
- Visual acuity required to complete necessary documentation
Benefits
Comp & perks- Equal employment opportunity regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law