Sachbearbeitung in Teilzeit für AB Management und Beteiligungsgesellschaft mbH, Unterstützung der Finanzen, Energie, Versicherungen sowie allgemeine Assistenzaufgaben. Bearbeitung administrativer Themen und enge Zusammenarbeit mit relevanten Abteilungen.
About the role
- Financial Advisor providing consulting services via telephone or video meetings. Assisting clients in identifying financial goals and promoting NFIS products.
Responsibilities
- To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting.
- Act as a catalyst for the promotion and growth of NFIS products and services.
- Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms.
- Manage smaller dollar volume account size and less complex investment needs.
- Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
Requirements
- Proven ability to prospect and grow and established book of business
- Ability to generate GDC based on defined thresholds within a specified period of time
- FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
- Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
- Effective interpersonal, verbal, and written communications skills
- Effective planning, organizational, time management and problem-solving skills
- Effective skill building relationships through rapport, trust, diplomacy, and tack
- Effective skill exercising initiative and using good judgment to make sound decisions
- Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
- Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
- Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
- Experience in business development to include market strategy, product demonstration and promoting products and services
- Experience consulting with customers to assess their financial status and identify investment needs
- Effective knowledge of investment and insurance products
- Effective knowledge, to interpret industry related laws and government regulations
- Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
- Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
- Desired: Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience
- Desired: Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
- Desired: Desire to pursue relevant financial services designation
Benefits
- Highly competitive pay
- Generous benefits and perks
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