Senior Financial Advisor - Wealth & Insurance Solutions

CoastHills Credit Union; Santa Maria (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

CoastHills Credit Union in Santa Maria, CA is seeking a Senior Financial Advisor to solicit, sell and service securities and insurance products to members and clients. You will generate leads, tailor solutions to client needs, and build current and potential client relationships.

The role requires five or more years of experience selling financial products, along with FINRA Series 7/66 and California Life & Health licenses; occasional after-hours meetings may be required.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience required.
• Five or more years selling financial products preferred.

Responsibilities

• Solicit, sell and service securities and insurance products to CoastHills members and clients.
• Generate leads and develop current and potential client relationships.
• Meet with clients during non-business hours as needed.
• Gather and analyze data to tailor financial solutions.
• Respond to client inquiries and complete forms and documents.
• Schedule client appointments and follow-ups.
• Represent the Credit Union professionally at meetings and events.

Skills

Client relationship management

Sales experience

Regulatory knowledge

Education

Bachelor’s degree in Business Administration, Management, Finance, Marketing or related field

Equivalent combination of education and experience

Tools

MS Office

Other systems and software

Job description

CoastHills Credit Union in Santa Maria, CA is seeking a Senior Financial Advisor to solicit, sell and service securities and insurance products to members and clients. You will generate leads, tailor solutions to client needs, and build current and potential client relationships.

The role requires five or more years of experience selling financial products, along with FINRA Series 7/66 and California Life & Health licenses; occasional after-hours meetings may be required.