Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
Purpose of the Job:
The Financial Advisor serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial Advisor helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fulfill the members' goals and objectives and establishes an ongoing relationship with members to periodically review their portfolio. The Financial Advisor presents a professional image and cultivates a strong working relationship with Credit Union staff, members, and other key people involved with the Credit Union's delivery of service to existing members, including the various vendors with which the Credit Union partners.
Essential Functions and Responsibilities:
Presents a professional image from a personal and professional level that will be beneficial to both the Credit Union and TFA.
Cultivates strong working relationships and builds trust among Credit Union staff and members along with other key local people in the Credit Union's community, i.e. attends/participates in staff meetings and other Credit Union staff functions.
Implements the key individual elements of yearly business plans in daily work efforts. Consistently generates a minimum of 15-20 appointments per week with members through proactive outreach and successful marketing efforts in alignment with established outreach and productivity goals.
Follows the sales process and procedures as established through the TFA program.
Follows the established securities and insurance compliance guidelines, and strictly adheres to all Credit Union, TFA and broker-dealer policies where appropriate.
Follows established policies and procedures of ethical market conduct. Conducts business according to high standards of honesty, fairness, and integrity and renders service to members which, in the same circumstances, we would demand for ourselves.
Meets or exceeds the minimum budgeted revenue and/or new assets invested goals established for the position on a monthly as well as yearly basis as defined by the Minimum Production Guidelines (MPGs) and incentive plan.
Meets or exceeds the minimum stated expectations as defined in the MPGs for the position.
Other Duties
Assists with other tasks and projects as assigned.
Knowledge, Skills and Abilities
Must have excellent communication skills in English, both verbal and written
Must have consistent record of meeting / exceeding compliance inspections and keeping high overall business integrity standards
Must be fluent with MS Office, including Excel, Word, PowerPoint and Outlook
Must have the ability to deliver services and make presentations through remote technologies such as Microsoft Teams, and delivering documents through DocuSign
Must have the ability to work with people at different job levels ranging from senior managers to front line employees
Must hold the following FINRA Registrations in good standing: Series 63 & 65 or 66 and Series 7; Life/Health insurance licenses (required within 90 days of employment for new hires)
Must have a history of progressively more successful sales success as determined by growth in both revenue and placing assets under management
Must be detail oriented with excellent time management and organizational skills
Must be able to work in a general office environment
Must be flexible and able to shift resources and priorities as required
Must be able to complete all expectations with minimal supervision
Must place all trades within compliance guidelines and not subject the Credit Union to potential trade related losses
Should possess a strong commitment to providing excellent service to Truliant members
Required Qualifications
Experience:
3+ years Financial services sales experience
Preferred Qualifications
Education:
AS or equivalent combination of education/experience from which comparable knowledge and abilities have been acquired. or
BA or equivalent combination of education/experience from which comparable knowledge and abilities have been acquired.
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits:
- No-cost employee Medical, dental, vision coverage
- Prescription benefits (including mail order)
- Paid holidays and Paid Time Off (PTO)
- 401(k) plan with contribution matching
- Paid community involvement volunteers hours
- Paid group life Insurance
- Teammate loan discounts
- Tuition reimbursement
- Short and long-term disability
- Health & Wellness program
- Teledoc (physician video conferencing)
- Onsite fitness facilities or health club reimbursement
- Employee Assistance Program (EAP)
- Medical flexible spending account
- Dependent care flexible spending account
Skills Required
- Series 7 and Series 63 & 65 or 66 FINRA registrations in good standing
- Life and Health insurance license (required within 90 days of employment for new hires)
- 3+ years financial services sales experience
- Fluent with MS Office (Excel, Word, PowerPoint, Outlook)
- Ability to deliver services and presentations via Microsoft Teams and execute documents with DocuSign
- Excellent English verbal and written communication skills
- Proven history of sales success with growth in revenue and assets under management
- Consistent record of meeting/exceeding compliance inspections and maintaining high business integrity standards
- Detail oriented with strong time management and organizational skills
- Ability to work with people at different job levels and in a general office environment
- AS or BA degree or equivalent combination of education/experience
What We Do
Founded in 1952, Truliant Federal Credit Union is a member-owned, not-for-profit financial institution headquartered in Winston-Salem, NC. Its mission is to improve lives by putting members first, providing great service and straightforward financial solutions. Truliant serves over 300,000 members across the Carolinas and Virginia with more than $5 billion in assets.
