Job Opportunities API

Click to apply for Scottsdale location Click to apply for Mesa location Click to apply for Glendale location Click to apply for Tempe location Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements. Duties and Responsibilities: • Meet with existing and prospective clients to promote financial planning and investment services. • Conduct educational seminars and workshops. • Present client financial plan and investment proposals in a professional manner. • Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements. • Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services. • Track sales, marketing and referrals. • Provide referrals for other Global Credit Union services as appropriate. • Participate in the credit union’s business development activities, while seeking and recommending new opportunities. Meet production goals. • Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements. Maintain proficiency with organization and program partner systems. • Perform service calls and special projects when warranted. • Perform other duties as assigned.