Financial Consultant - Call Center

United States-IL-Rolling Meadows
Work Status
Full-Time
Department
Retirement & Investment Services
FLSA Status
Exempt
Requisition ID
2016-1499

Start a Rewarding Career with Alliant

Combine personal skills, resources and product knowledge for the purpose of helping clients realize their financial goals. Must have the ability to attract, provide service and close business with clients. Responsible for assessing a client's circumstances and objectives, and based on those, provide individualized, highly strategic retirement/investment consulting. Access to a full range of wealth building, managing and preserving products - including mutual funds, stocks, bonds, IRAs, insurance, estate planning and many other services to offer to client base and the membership.

Alliant Credit Union rewards eligible employees with a comprehensive and competitive benefits package that includes medical, dental, vision, 401k match of 5% and generous paid time off. 

 

Location:  Rolling Meadows - Call Center

Responsibilities

Client Management:

  • Analyze investment opportunities and client needs, and recommend appropriate strategies.
  • Take complex financial information and communicate it to clients in a manner that enables them to make informed decisions.
  • Prepare the required paperwork to open brokerage accounts, mutual funds, annuities, etc.
  • Build client relationships based upon developing strategies to attain their financial goals through the use of financial planning and wealth management.
  • Coordinate client review schedule, client surveys and newsletters with advisor associate or designated branch employee to retain clients.

 

Client Acquisition:

  • Develop and cultivate your own client base. Prospect and service membership.
  • Work closely with branch personnel in identifying opportunities for referrals.
  • Ability to create a sales and marketing strategy for new client relationships

 

Seminars and Webinars:

  • Prepare and deliver presentations/seminars to members and prospects for business development purposes.
  • Coordinate seminars and webinars in accordance with annual marketing plan.
  • Works with advisor associate or branch personnel to prepare for seminar/webinar

 

Continuing Education:

  • Solid understanding of retirement industry trends, concepts, products and practices and a commitment to maintaining that knowledge.
  • Attend financial advisor meetings and continuing education sessions to stay current about products, services and policies.

 

Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.

Qualifications

A bachelor's degree is preferred with five years of business experience and proven track record of successful sales in interacting with clients and meeting their financial needs. FINRA Series 7, 65 and/or 66 (and Series 63 in states where required). State Life/Health Licenses. Ability and willingness to pursue, CFP, ChFC, or CLU Designation. Strong multi-level relationship building skills; excellent verbal and written communication skills and the ability to work toward team and individual goals. Strong analytical and time management skills. A clean U-4 securities record is a must.

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