Independent Financial Advisor-Fire Police City County Federal CU

We need people with a common purpose and an uncommon commitment to help build the new CUNA Mutual - a dynamic and growing company with a culture of performance, high standards, and defined values.

Our company’s history is founded on an unparalleled commitment to the markets we serve. Today, our people are engaged, rewarded for performance, and making a difference for our customers and our community. And our future is based on our people - people driven to deliver value through innovation, involvement, and hard work.

Common Purpose

Uncommon Commitment

Think CUNA Mutual

We are seeking an Independent Financial Advisor to:

• Present a professional image from a personal and professional level that will be beneficial to customers, credit union partnerships and the company.
• Cultivate strong working relationships and build trust among customers through effectively working your book of business.
• Follow a professional, broad based sales process in accordance with the company’s procedures.
• Follow regulatory securities requirements and strictly adhere to all company policies.
• Follow regulatory policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers in a professional manner.
• Follow the company and regulatory guidelines for maintaining client files.
• Meet or exceed the company’s minimum program production standards along with a product mix of business consistent with the needs of your customers.
• Attend all required training along with additional opportunities to attend informational meetings scheduled by the company.

You must bring to the table...

• 3-5 years proven financial services sales success experience.
• Minimum production history of $200,000 annually over the last three years and preferably client assets of at least $15 million.
• Life/Health Insurance License within 90 days of employment.
• FINRA Registration: Series 7, 63 and 65/66; Series 6 is acceptable while you work towards obtaining your Series 7 within 90 days of employment.
• Commitment to Total-Needs Based Sales approach.
• In addition, you must have no significant disciplinary history, good organizational skills, the ability to build strategic relationships and integrity as a core value of your business.

It’s time to differentiate yourself as a professional within the financial services industry!

To apply, create a career notification agent and learn more about how CUNA Mutual delivers relevant products - via our Insurance, Services and Asset Management businesses - to customers around the globe, visit our website at:

EOE

or contact Linda DiOrazio at 717-582-4181 and e-mail: .