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Investment Sales Assistant- US Federal Credit Union

Organization: US Federal Credit Union
Date Posted: 5/22/2014
City: Burnsville
Location: Minnesota
Country: United States
Primary Category: Investment
Type of Position: Full-time
Education Requirement: Bachelor's Degree
Experience Requirement: 3-5 years

Description & Details

US Federal Credit Union and The CU Advisors Department are seeking a registered Investment Sales Assistant position at their Burnsville/Bloomington branch. This position is responsible for coordinating all marketing, analytical, administrative, and financial account tasks assigned by the US Federal CU Advisors while improving efficiency and productivity of existing US Federal CU Advisors. The Investment Sales Assistant is also responsible for generating Gross Revenue through sales of financial products.

Qualified candidates must possess a Bachelor’s Degree in Business, Economics, Marketing or Insurance or equivalent work experience in Investments. NASD Series 7 and 66 registrations are required.  State life insurance, disability and variable licenses. Previous experience and working knowledge of both brokerage and insurance products, terms, functions, suitability and compliance aspects.

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