Best suited to candidates with experience in financial consulting and a background in insurance/investment products, working in a hybrid environment with a focus on client relationship-building and regulatory compliance.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Navy Federal
To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends 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 Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Manages moderate dollar volume and moderate member bases.
Actively engaged within assigned branch territory to establish and build relationships for member growth and engagementConducts local seminars and member engagement events to grow book of businessPartners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexityProvide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment productsAdminister and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulationsConduct review of accounts to communicate account status, explain activities and inform clients of new offeringsDevelop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and proceduresEstablish, maintain, and develop business relationships with members and internal/external sourcesExecute customer and broker purchase/sales orders of securities for current/new clientsIdentify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation businessKeep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environmentMonitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actionsMonitor, track and report performance of individual sales plans and assigned strategies for leadershipParticipate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agenciesPrepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal auditsPerform other duties as assigned or appropriate
Proven ability to prospect and grow and established book of businessAbility to generate GDC based on defined thresholds within a specified period of timeFINRA 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 decisionsEffective interpersonal, verbal, and written communications skillsEffective planning, organizational, time management and problem-solving skillsEffective skill building relationships through rapport, trust, diplomacy, and tackEffective skill exercising initiative and using good judgment to make sound decisionsEffective skill presenting findings, conclusions, alternatives, and information clearly and conciselyEffective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomesAbility to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory FirmExperience in business development to include market strategy, product demonstration and promoting products and servicesExperience consulting with customers to assess their financial status and identify investment needsEffective knowledge of investment and insurance productsEffective knowledge, to interpret industry related laws and government regulationsProficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis softwareUnderstanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experienceKnowledge of Navy Federal/NFFG organization, programs, policies and, proceduresDesire to pursue relevant financial services designation
Additional Information
Hours:
Monday - Friday, 9:00AM - 5:30PM (Hybrid)
Location:
3340 NW Randall Way, Silverdale, WA 98383
Total Cash Compensation:
Base Pay Range ($80,169 - $86,000) + Variable Compensation Pay + Annual Incentive
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Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
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Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Source: Navy Federal careers