Client-Focused Investment & Insurance Advisor

Del Norte Credit Union; Rio Rancho (NM); On-site; USD 50,000 - 80,000; Full time

Job summary

Del Norte Credit Union is seeking a Financial Professional in Rio Rancho, NM. In this role, you will provide tailored financial solutions, helping clients navigate investments and insurance while ensuring compliance with regulatory standards.

The ideal candidate possesses strong analytical skills, excellent communication abilities, and a sales-driven mindset. Applicants should have a Bachelor's degree or equivalent experience. Join us to make a significant impact on our clients’ financial well-being.

Qualifications

• Bachelor’s degree preferred or equivalent experience.
• Knowledge of financial products, including investments and insurance.
• Strong analytical and problem-solving skills.

Responsibilities

• Recommend and sell Osaic-approved investment and insurance products.
• Ensure compliance with regulatory standards.
• Build long-term client relationships.

Skills

Financial products knowledge

Analytical skills

Communication skills

Problem-solving skills

Sales-driven mindset

Presentation skills

Education

Bachelor’s degree or equivalent experience

Job description

Del Norte Credit Union is seeking a Financial Professional in Rio Rancho, NM. In this role, you will provide tailored financial solutions, helping clients navigate investments and insurance while ensuring compliance with regulatory standards.

The ideal candidate possesses strong analytical skills, excellent communication abilities, and a sales-driven mindset. Applicants should have a Bachelor's degree or equivalent experience. Join us to make a significant impact on our clients’ financial well-being.