Representative - Partner - Crossroads Credit Union

This position is responsible for working with credit union members to create simple needs analysis reports and comprehensive financial plans based on individual financial needs and goals. The role includes providing retirement planning, investment counseling, estate planning, and disability insurance services.

Responsibilities

• Conducts personal interviews with members to identify needs and goals, and develops an appropriate financial plan.
• Provides members with retirement planning, investment counseling, estate planning, and life and disability insurance services.
• Sells critical illness insurance and long term care benefits and provides service in this area.
• Creates and maintains client files, and reports on activities to Credit Union Wealth Manager and/or Aviso Sales Development Manager.
• Conducts client seminars on wealth management and attends Trade Shows as required.
• Administers assigned budget and ensures budge...