If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Position Overview:
To provide comprehensive consultative insurance guidance and grow the local delivery of insurance services within assigned area. To act as an experienced auto, home, life, and annuity insurance agent in the designated territory. To engage personnel across all business lines and work collaboratively to establish effective referral processes and ensure member holistic financial planning needs are met.
Essential Responsibilities:
- (25%) Responsible for life/personal lines insurance and annuity contract delivery as a member facing Insurance Specialist within SECU locations and provides light territorial support and guidance to newer Insurance specialists within the network.
- (25%) Utilizes SECU technology, marketing campaigns, lead platforms, and member branch visits to achieve daily activity levels that align with branch/territory/region insurance productivity benchmarks.
Works independently and successfully achieves desired activity productivity levels with minimal guidance and oversight.
- (15%) Has advanced understanding of all financial advisory solutions to coordinate and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically.
- (15%) Proficient in determining member needs and delivering insurance solutions. Demonstrates proficiency in all insurance systems, processes, and carrier requirements.
- (10%) Demonstrates advanced insurance knowledge and articulates best practices and shares valuable feedback to management and Financial Advisory Services (FAS) leadership teams.
- (10%) Effectively builds referral networks across all business lines to ensure member insurance needs are met.
Required Education & Experience (Knowledge, Skills, & Abilities):
- Minimum education – 4-year degree
- Minimum direct years of experience – 2 years of insurance sales and service experience or related financial services experience.
- Must possess active North Carolina Life and Personal Lines or Property & Casualty licenses or obtain those licenses within 1 month of hire and satisfy all continuing education requirements.
- Must have advanced knowledge of insurance industry and responsibilities to the policyholders.
- Must have substantial experience working within an Agency Management System.
- Must have shown the ability to build and maintain relationships with carriers, specialists and members and facilitate effective dialogue.
Preferred Education & Experience (Knowledge, Skills, & Abilities):
- ALMI, CIC, CFP® or other industry designation is considered a plus.
Job Environment & Physical Requirements:
- Work in an SECU branch location and some travel within assigned region.
- Sitting for prolonged periods.
- Telephone for prolonged periods.
- Computer for prolonged periods.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
Skills Required
- Bachelor's degree (4-year degree)
- Minimum 2 years insurance sales and service or related financial services experience
- Active North Carolina Life and Personal Lines or Property & Casualty licenses or obtain within 1 month of hire
- Satisfy all continuing education requirements for licenses
- Advanced knowledge of the insurance industry and policyholder responsibilities
- Substantial experience working within an Agency Management System
- Proficiency with insurance systems, processes, and carrier requirements
- Experience using SECU technology, marketing campaigns, and lead platforms to meet productivity benchmarks
- Ability to build and maintain relationships with carriers, specialists, and members
- ALMI, CIC, CFP® or other industry designation
SECU Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SECU and has not been reviewed or approved by SECU.
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Retirement Support — Immediate 100% vesting and a 200% employer match on employee 401(k) contributions from 1–5% of pay (up to a 10% employer match) stand out. This level of support is described as unusually rich among financial‑services employers.
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Leave & Time Off Breadth — 11 paid holidays plus 16 floating‑holiday hours, paid parental and caregiver leave, bereavement and volunteer time, and PTO that can reach 32 days per year with carryover up to 280 hours. These provisions provide predictable time off and flexibility across life events.
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Healthcare Strength — Medical (PPO or HDHP) with HSA/FSA options, dental including a minor‑child orthodontia option, and vision are available for employees and eligible dependents. Employer‑paid basic life/AD&D and short‑term disability, with subsidized long‑term disability, add robust income protection.
SECU Insights
What We Do
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App. Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina. State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
