Financial Advisor

Role Overview

• 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

Benefits

• Highly competitive pay
• Generous benefits and perks