Financial Advisor Consultant

One Nevada Credit Union is looking for a motivated Financial Advisor / Consultant to plans coordinates and perform activities related to sales of various financial services and investment products for the investments services division to the members of One Nevada Credit Union in coordination with our Broker / Dealer.

Qualified applicants must possess a bachelor's degree and or a minimum of three years sales experience within the retail investment and insurance industry. Must possess NASD Series 6, 7, 63 and 65 or 66 licenses as well as state insurance licenses for life and variable products. CFPa designation preferred. Additional details as follows :

Sales 75%

• Actively promotes, under the direction of the iNi Business Plan and Vice President Member Investments, products and services of investments services, both internally and externally;
• Coordinates and implements strategies to meet investment account volume goals;
• Coordinates with Vice President Member Investments and One Nevada Marketing department to pursue target markets to steadily build member and new member relationships, investment accounts, and assets under management, cross sells when appropriate other One Nevada products and services;
• In coordination with Vice President Member Investments, motivates One Nevada sales staff to promote the features and benefits of investments services to generate optimum referrals via the numerous marketing channels available; seeks new opportunities and additional creative marketing channels not yet in use;
• Assists Vice President Member Investments to promote investment services directly to SEGs through the One Nevada Focu$ program in coordination with District AVP's, seminars and other viable means; and
• Coordinates and conducts periodic seminars for member and non-member education and promotion of investments products and services.

Communication 15%

Product Management 10%

QUALIFICATIONS

Knowledge, Skills, and Abilities

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