The Financial Advisor (FA) Sales Assistant is responsible for achieving stated responsibilities and goals set by the CCU Financial Advisor/s. The FA Sales Assistant will help establish and identity potential clients for the Financial Advisor (FA) to offer the suitable investment products available through CCU Investment Services. The FA Sales Assistant helps set sales appointments for the FA/FA's by prospecting through telemarketing on CCU branch referrals and deposit lists (CD's, Savings accounts, etc.), helping with marketing programs, and investment seminar management.
The FA Sales Assistant will acheive assigned weekly/monthly targets by the following critical components:
Other duties may be assigned.
Process general knowledge of the financial or banking environment.
Must have minimum of one year of experience in the financial, insurance, and or credit union/bank industry and at least one year of recent sales experience in a similar industry.
Physical Activities and Requirements:
Visual Abilities: Visual acuity necessary to prepare or inspect documents and products, or operate machinery.
Physical Strength: May be required to lift up to 10 pounds occasionally.
Setting: The working conditions are a general business office with daily interaction with members, co-workers and management, sitting for extended periods of time, frequent up/down motion, reaching downward or overhead from sitting position, stooping and bending.