Job description
Overview:
Accepting candidates in the following counties:
Competitive Benefits offered to SCU Financial Consultants:
Suncoast Credit Union is consistently chosen as a Top Workplace because its employees genuinely #LoveWork! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees. To attract the highest quality candidates, Suncoast Credit Union offers a comprehensive benefits package including, but not limited to:
Qualifications:
Accepting candidates in the following counties:
Miami-Dade or Broward County
The Financial Consultant promotes Suncoast Credit Union 403(b)/457 retirement plans to the educational community by conducting workshops, promotions, and events. This individual builds relationships within the K-12 school district to increase participation, deferral rates, and assets. An ideal candidate conducts business with the utmost level of honesty, fairness, and integrity.
Competitive Benefits offered to SCU Financial Consultants:
- Base salary plus payout on production and variable compensation
- Back-office support
- Marketing support
- Cutting edge technology systems to deliver comprehensive financial planning and analysis solutions to provide clients with a first class, white glove experience
- Robust investment platform and non-proprietary, non-captive investment, retirement, and insurance solutions
- Mileage reimbursement
- Webinar and seminar systems with support
- Laptop and cell phone provided
Suncoast Credit Union is consistently chosen as a Top Workplace because its employees genuinely #LoveWork! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees. To attract the highest quality candidates, Suncoast Credit Union offers a comprehensive benefits package including, but not limited to:
* COMPETITIVE MARKET SALARIES
* MEDICAL COVERAGE
* PAID TIME OFF
* PAID HOLIDAYS
* PARENTAL LEAVE
* RETIREMENT PLANNING
* DEGREE ASSISTANCE
* BONUS OPTIONS
* ACCESS TO OVER 4,000 GYMS
* FREE IDENTITY THEFT PROTECTION
* PAID VOLUNTEER HOURS
* LEGAL ASSISTANCE
* MENTAL HEALTH RESOURCES
* EMPLOYEE LOAN DISCOUNTS
*
Get the benefits you deserve from an organization that cares about your well-being, inside and outside the workplace. Join a team that supports a healthy body, healthy mind, and healthy work-life balance!
Responsibilities:
- Assist school employees with establishing retirement accounts
- Advise, plan, and provide solutions to effectively address the financial goals and objectives of members
- Partner with benefit coordinators, support staff and education partners on warm leads, referrals, and already-established credibility and relationship capital within the local community
- Leverage relationships with the CBE, FEA and FL Teachers Unions to find new clients.
- Analyze current retirement plans and investments to provide recommendations based on the best interest of the member
- Provide information on additional retirement opportunities such as 403b, 457, 401k, ERISA plans
- Promote retirement products and services during district and school visitations, promotional campaigns, and the use of marketing tools
- Conduct in-person and video presentations to individuals or groups to enhance awareness of plan features and grow plan assets
- Collaborate with administrators at districts and schools
- Participate in benefits fairs and new employee orientation
- Plan, schedule, and conduct school visits and workshops
- Facilitate new relationships with school districts to increase awareness
- Schedule and conduct one on one appointments to recommend and implement plans for member accounts
- Create and execute a business plan to meet established goals for new accounts, assets, and retention while maintaining a high level of service
- Contribute to the development of presentation and marketing materials
- Develop and deliver financial and retirement plans
- Manage performance reports, financial documents, and income projections
- Support members staying on track to reach their goals by periodically contacting them to determine if there are changes in their financial status
- Prepare account reviews on a frequent basis to determine if life changes, economic changes, or financial performance indicate a need for plan reassessment
- Train credit union team members on retirement products and planning
- Attend required training, calls, and meetings requested by manager or Suncoast
- Maintain compliance with established policies and procedures, firm and FINRA regulatory requirements
- Implement full disclosure of all fees, charges, and regulatory disclosures
- Bachelor's degree in business, finance, or economics (A comparable combination of work experience and training may be substituted for education requirements)
- 3+ years of experience in the sale and delivery of retirement plans, investments, insurance solutions, managed accounts, or financial services
- Proven record of growing production and assets
- FINRA Series 7, 66 (or 63 and 65) and Florida insurance license or ability to obtain within 90 days
- Bilingual Spanish speaker preferred
- Strong understanding of defined contribution plans 403(b), 457(b), 401(a), and IRAs
- Strong understanding of the Florida Retirement System (FRS) and Deferred Retirement Option Program (DROP)
- Frequent travel required
- Demonstrated record of consistently meeting or exceeding performance expectations
- Strong business development and relationship management skills
- Strong written, verbal, and interpersonal communication skills to interact effectively with all levels of the organization, school districts, and prospective members
- Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines
- Accurate, detail-oriented, and organized with task management
- Ability to analyze and resolve difficult and complex problems
- Ability to influence others through explanation of facts, policies, and practices
- Works independently with general supervision
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