Job: Associate Investment Representative

Work closely with the Sr. Investment Advisor to offer comprehensive solutions to address the complex investment, retirement and wealth management needs of clients and members of SACU
Provide clients with best-in-class investment, retirement wealth advisory, and business services by leveraging analytical capabilities, research, case design, and accessing financial management tools
Identify and cultivate long-term relationships with, as well as provide service to, the staff and members of SACU, existing clients, and small businesses
Profile member needs by actively listening, reviewing investment goals and developing appropriate recommendations
Communicate information about risks, attributes, features, and benefits of investment products and services
Serve members at multiple branches as assigned
Maintain high levels of financial product sales by meeting or exceeding monthly sales goals
Cross-sell credit union products and refer members to the appropriate service provider
Participate in SACU-sponsored community activities and employee events and follow leads generated through these activities
Build and maintain excellent employee relationships by attending branch trainings, providing coaching, advice, and general information about all products and services
Enter information accurately into Outlook and Episys and client records into dataVISION
Provide referral reporting and run reports
Meet with supervisor weekly to discuss activities
Comply with all requirements of CUSO Financial Services, L.P., broker/dealer
Participate in OSJ meeting, OSJ administrative and GSG conference calls; Attend webinars and participate in training opportunities
Train member-contact employees and educate members; Provide continuous education and coaching
Maintain licenses held and keep current on all required CE credits
Attend relevant training sessions held by SACU branches, wholesalers, CFS, GSG and Webinars

Knowledge of securities and insurance industries
Current NASD Series 6 or 7 and 63 Securities Registration
Current State of Texas Life & Health Insurance License
1-2 years industry related experience
Bachelor’s degree or equivalent related work experience
Bilingual- English and Spanish languages required
Excellent oral, written, and interpersonal communication skills
Ability to quickly learn and market a wide variety of financial products
Customer/member focus
Ability to listen well, identify member needs, and make recommendations to fulfill needs
Capacity to develop sales, coaching, and presentation skills
Must possess a drive for results, flexibility, and an entrepreneurial spirit
PC skills to include a working knowledge of financial planning software
Maintain professional demeanor at all times
Ability to be a team player and contribute to team success
Professional presence and poise
Exemplary communication and interpersonal skills
Valid Texas Driver’s License with a good driving record