BloomingtonINRecruiter
the smart solution for Bloomington jobs

Financial Advisor

Company: Cameron Craig Group
Location: Bloomington
Posted on: October 10, 2018

Job Description:

Financial Advisor Bloomington, INServe our Clients

  • Cultivate strong relationships with members by consistently using the prescribed sales process.
  • Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union.
  • Meet or exceed credit union cross-selling goals as established in the credit union commitment letter.
  • Present a professional image in all interactions both personally and professionally.Run Your Office
    • Consistently and effectively utilize all tools, technology, and resources as prescribed by CUNA Brokerage Services, Inc., and the Credit Union.
    • Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
    • Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.Grow Your Business
      • Meet or exceed individual production goals - with an appropriate product mix.
      • Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.
      • In collaboration with the Credit Union, create and execute on an annual Marketing Plan.Other
        • Attend and participate in Brokerage Service meetings, virtual and face to face, as scheduled.
        • Other duties as assigned. Job Requirements
          • Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.
          • Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions.
          • Demonstrated ability to effectively build business relationships with diverse clients.
          • Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience.
          • Life/Health License(s)
          • Series 7, 63/65 and/or 66 Licenses.SKILLS AND CERTIFICATIONS
            • Selling securities
            • Selling insurance
            • Familiar with working at the branch level of a financial institution
            • face to face client meetings
            • full financial planning IDEAL CANDIDATEIdeal candidate would be someone fully licensed, clean FINRA, with maybe 2-5 years of branch level experience in attaining referrals, business, cross-selling and training staff.

              Keywords: Cameron Craig Group, Bloomington , Financial Advisor, Accounting, Auditing , Bloomington, Indiana

              Click here to apply!

              Didn't find what you're looking for? Search again!

              I'm looking for
              in category
              within


Other Accounting, Auditing Jobs


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote
Description: OverviewJoin Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Indianapolis
Posted on: 10/15/2018

Credentialed Bilingual Tax Advisor - CPA - Remote
Description: Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Indianapolis
Posted on: 10/15/2018

Financial Representative -
Description: Western Southern Life Is Committed to Your Personal Success br br Take charge of your career by working for an industry leader that is dedicated to your professional growth and development. The (more...)
Company: Western & Southern Life
Location: Indianapolis
Posted on: 10/15/2018


Billing Data Analyst
Description: As a Billing Data Analyst, you will have the opportunity to provide data analysis to support, compile and report key information for billing operations and our overall revenue cycle objectives. This is (more...)
Company: Mommy Jobs Online
Location: Greenwood
Posted on: 10/18/2018

Virtual Tax Professional - CPA, Enrolled Agent or Attorney
Description: OverviewJoin Our Virtual Tax Network br br At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, (more...)
Company: Intuit
Location: Louisville
Posted on: 10/18/2018

Remote Tax Advisor - CPA, Enrolled Agent or Attorney
Description: OverviewJoin Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Indianapolis
Posted on: 10/16/2018

Microsoft Dynamics AX Manufacturing/T&L Implementation Specialist
Description: Job SummaryCrowe's Performance Manufacturing and Distribution practice has an exciting opportunity for a Microsoft Dynamics AX Manufacturing/T L Implementation Specialist to join our growing team. The (more...)
Company: Crowe
Location: Indianapolis
Posted on: 10/16/2018

Current College Students - Co-op, Accounting/Finance (2018 - 2019)
Description: Johnson Johnson Family of Companies is recruiting for br Accounting/Finance--Co-ops for multiple locations.-- br br -- br br Caring for the world one person at a time has inspired and united (more...)
Company: Johnson & Johnson
Location: Evansville
Posted on: 10/18/2018

Preset Appointments! Financial Sales! Big Bucks!
Description: We do NOT merely save small business owners money on their merchant credit card processing fees.
Company: Colorado Protection, LLC - zipCCfees
Location: Terre Haute
Posted on: 10/18/2018

financial advisor
Description: Prepare yourself for a brand new career - one where your success is completely in your hands. Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United (more...)
Company: Edward Jones
Location: Bloomington
Posted on: 10/18/2018

Log In or Create An Account

Get the latest Indiana jobs by following @recnetIN on Twitter!

Bloomington RSS job feeds