Financial Advisor Coordinator - Southeast Financial (On-Site)

US001 CMFG Life Insurance Company; Brentwood (TN); On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Medical insurance

401k

Tuition reimbursement

Job summary

TruStage is seeking to fill a role supporting the Wealth Management Solutions program for Credit Union employees and members. You will schedule appointments for members and financial professionals, assist with seminars, and handle administrative duties to keep the program running smoothly.

The position requires strong organization, communication, and data-security awareness, with experience in Salesforce and Microsoft Office preferred.

Qualifications

• High school diploma or equivalent.
• Ability to work well within a team environment, as well as independently.
• Strong organizational skills.
• Strong communication skills both verbally and in writing.
• Comfortable working both face-to-face and over the phone with people.
• Strong attention to detail.
• Previous experience with Salesforce and proficient with Microsoft Office tools.

Responsibilities

• Support the marketing efforts of the program.
• Assemble seminar packets and coordinate logistics of seminars.
• Maintain lobby marketing materials supply and coordinate mailings.
• Execute basic marketing activities at the member level.
• Administrative support to Advisor(s) and coordinate calendar.
• Set up and confirm appointments with members; manage phone calls.
• Order supplies and maintain contact information for members.
• Support success of the program and comply with data security policies.
• Coordinate referrals and conduct training with CU employees on processes.
• Program reporting and compliance initiatives.

Skills

Communication skills

Organizational skills

Teamwork

Phone/face-to-face interaction

Education

High school diploma or equivalent

Tools

Salesforce

Microsoft Office

Job description

Job Purpose

This position is responsible for scheduling appointments for members, Associate Financial Professional, Financial Service Representatives, and/or Lead Financial Professional, marketing the Wealth Management Solutions program to Credit Union employees and members, as well as performing administrative functions in support of the Wealth Management Solutions program.

Job Responsibilities

Support the marketing efforts of the program Assemble seminar packets Coordinate logistics of seminars Maintain lobby marketing materials supply Coordinate mailings Execute basic marketing activities at the member level birthday cards newsletters Administrative support to Advisor(s) Coordinate the advisor(s) schedule Maintain advisor(s) calendar Set up and confirm appointments with members Manage phone calls for advisor(s) Order supplies Create and manage contact information Support success of program Coordinate and track referrals Conduct training with CU employees on program processes Program reporting Support TWMS Compliance initiatives Maintain confidential member information by adhering to TWMS's policies and procedures for data security and privacy The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements

High school diploma or equivalent work experience. Ability to work well within a team environment, as well as independently. Strong organizational skills. Strong communication skills both verbally and in writing. Comfortable working both face-to-face and over the phone with people. Strong attention to detail. Previous experience with Salesforce and proficient with Microsoft Office tools.

Preferred Qualifications

Prior Financial Services/Insurance related background is a plus. Banking or Credit Union experience.

Compensation

Base Salary Range: $37,400.00 - $62,300.00. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.

TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.

Benefits

Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few.

Accommodations

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.

Company Culture

We're on a mission to make a brighter financial future accessible to everyone. Dedicated to helping more people - in more ways - make confident financial decisions at every stage. And we're committed to delivering on this belief, together. Creating opportunities beside our partners, members of our communities and our employees.

We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when \"life happens,\" you can focus on what's most important.