Financial Advisor

Cornerstone Consulting Group, LLC; Saint Charles (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Cornerstone Consulting Group, LLC is seeking a local Financial Advisor to serve members and grow business with the Credit Union. You will follow the prescribed sales process, maintain high ethical standards, and help meet cross-selling goals.

The role involves training staff, leveraging tools and resources, and collaborating with the Credit Union to execute annual marketing plans while staying compliant with FINRA and insurance regulations.

Qualifications

• Three years of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions.
• Demonstrated ability to effectively build business relationships with diverse clients.
• Demonstrated ability to translate complex information and deliver messaging to the appropriate audience.
• Life/Health licenses and Series 7/63/65/66 licenses are required or in progress.
• Designation preferred: LUTCF, CLU, ChFC or CFP.

Responsibilities

• Cultivate strong client relationships using the prescribed sales process.
• Train credit union staff and refer clients back to the Credit Union.
• Meet or exceed credit union cross-selling goals and present a professional image.
• Adhere to FINRA and insurance rules, as well as company policies and ethical conduct.

Skills

Relationship building

Sales / cross-selling

Regulatory compliance

Effective communication

Staff training

Education

Bachelor's degree in Business, Finance or Insurance

Tools

Life/Health Licenses

Series 7/63/65/66

LUTCF/CLU/ChFC/CFP designation

Job description

We are seeking a local professional to join our team as an additional Financial Advisor.

Job Responsibilities

Serve Your Clients

• 1. Cultivate strong relationships with members by consistently using the prescribed sales process.
• 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union.
• 3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter.
• 4. Present a professional image in all interactions both personally and professionally.
• 5. Consistently and effectively utilize all tools, technology, and resources as prescribed by CUNA Brokerage Services, Inc., and the Credit Union.
• 6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
• 7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.

Grow Your Business

• 8. Meet or exceed individual production goals - with an appropriate product mix.
• 9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.
• 10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan.

QUALIFICATIONS

• 1. 's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.
• 2. of three (3) of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions.
• 3. Demonstrated ability to effectively build business relationships with diverse clients.
• 4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience.
• 5. Life/Health License(s)
• 6. Series 7, 63/65 and/or 66 Licenses.
• 7. LUTCF, CLU, ChFC or CFP designation preferred.