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Cuna Mutual Licensed Sales Assistant - Sandia Laboratory Federal Credit Union in Albuquerque, New Mexico

Job Purpose:

This position is responsible for improving the efficiency and productivity of existing Financial Advisors, as well as learning/training on aspects of the Financial Advisor role.

Job Responsibilities:

  • Assist advisors with client servicing (address changes, questions, account changes, etc.). Serves as a second source for clients. Establish and maintain client files to meet compliance requirements.

  • Review submitted paperwork for accuracy and completeness; follow up with representative, client or home office to obtain necessary documentation.

  • Process paperwork for annuities and life products. Complete mutual fund trade tickets, place trades and monitor for settlement. May engage in unsolicited trades or trades at the representatives direction only.

  • Run illustrations, assist in fund performance research and prepare client presentations for representative.

  • Present and train staff at branch meetings.

Job Requirements:

  • FINRA Securities Industry Essentials Examination, Series 7, 63 and IAR (65/66 or appropriate designation) registrations or obtained in 60 days.

  • Life, health, and variable insurance licenses or obtained in 60 days.

  • Working knowledge of brokerage and insurance products, terms, functions, suitability and compliance aspects.

  • Good customer service skills, as well as co-worker relationship skills.

  • Ability to perform multiple tasks while maintaining good organizational skills.

  • Ability to work under pressure and within time frames.

  • Self-motivated and able to perform tasks without supervision.

#LI-SW

CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

We're a leading insurance, financial services and technology company focused on helping people achieve financial security through all life stages. We offer consumer and commercial insurance, retirement and investment solutions; and business solutions including data and analytics, lending capabilities and marketing services.

Discover for yourself the difference we can make for you.

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