Insurance/Health Advisor

First Liberty Corp; Evansville (IN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Paid Holidays

Paid Time Off

Medical, Dental and Vision Insurance

401(k) with matching

Group Term Life Insurance

Short/Long Term Disability Insurance

Tuition Reimbursement

Job summary

Liberty FCU's Wealth Services team in Evansville is seeking a Life and Health Advisor to serve members with life, health, and investment solutions. The role emphasizes Medicare enrollment support, product recommendations, and building lasting relationships while ensuring regulatory compliance.

This is a full-time position at the Burkhardt Office in Evansville, IN. Qualifications include an active Life & Health Insurance Producer License in Indiana, strong communication skills, and understanding

Qualifications

• Active Life & Health Insurance Producer License with the Indiana Department of Insurance.
• Excellent communication and interpersonal skills.
• Strong understanding of credit union products and services.

Responsibilities

• Serve existing life and health insurance needs for clients of Wealth Advisors.
• Drive new opportunities, especially around Medicare enrollment and related health coverage solutions.
• Build and maintain strong relationships with members.
• Manage existing business and identify opportunities for growth.
• Recommend life, health, and investment products tailored to members' needs.
• Ensure compliance with all regulatory requirements and internal policies.

Skills

Life & Health Insurance Producer Lic

Communication skills

Credit union products knowledge

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Professional BURKHARDT OFFICE, Evansville, IN, US

Liberty FCU, a full-service credit union, is committed to providing exceptional financial services and personalized solutions to our members. Our Wealth Services team integrates investment, insurance, and planning strategies to help members achieve their financial goals. Liberty Wealth Services is seeking a Life and Health Advisor to join our Wealth Services team at our Burkhardt Office located at 1900 Hirschland Road in Evansville. The ideal candidate will have strong communication skills, a deep understanding of credit union products, and the ability to build lasting relationships with members while delivering comprehensive insurance and investment solutions.

Key Responsibilities:

• Serve existing life and health insurance needs for clients of our Wealth Advisors.
• Drive new opportunities, especially around Medicare enrollment and related health coverage solutions.
• Build and maintain strong relationships with members.
• Manage existing business and identify opportunities for growth.
• Recommend life, health, and investment products tailored to members' needs.
• Ensure compliance with all regulatory requirements and internal policies.

Qualifications Required:

• Active Life & Health Insurance Producer License with the Indiana Department of Insurance.
• Excellent communication and interpersonal skills.
• Strong understanding of credit union products and services.

Preferred:

• Additional certifications/licenses such as CLU, CER, CHHC.
• FINRA Series 7, 66, and 63 licenses.
• Experience in insurance and investment advisory roles.

Benefits and Compensation:

• Competitive salary, performance-based incentives, and a comprehensive benefits package.
• Paid Holidays
• Paid Time Off (Vacation, Sick and Personal Days)
• Medical, Dental and Vision Insurance
• 401(k) retirement program with matching funds
• Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
• Tuition Reimbursement Program

Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.