Location: Vienna,VA, USA
OverviewTo 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 productsand services. Recommend appropriate mixture(s) of insurance/investment productsand services to achieve the financial client'sgoals 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.ResponsibilitiesProvide 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 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 appropriateQualificationsFINRA 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, and financial analysis softwareUnderstanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial dataDesired QualificationsDesired: Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experienceDesired: Knowledge of Navy Federal/NFFG organization, programs, policies and, proceduresDesired: Desire to pursue designations e.g. CFP, ChFC, CLUHours: Monday - Friday, 8:00AM - 4:30PMLocation: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131About UsNavy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.• Best Companies for Latinos to Work for 2024• Computerworld® Best Places to Work in IT• Forbes® 2024 America's Best Large Employers• Forbes® 2023 The Best Employers for New Grads• Fortune Best Workplaces for Millennials™ 2023• Fortune Best Workplaces for Women ™ 2023• Fortune 100 Best Companies to Work For® 2024• Military Times 2023 Best for Vets Employers• Newsweek Most Loved Workplaces• Ripplematch Campus Forward Award - Excellence in Early Career Hiring• Yello and WayUp Top 100 Internship ProgramsFrom Fortune. ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: Navy Federal values, celebrates, and enacts diversity in the workplace. Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans. EOE/AA/M/F/Veteran/Disability EOE/AA/M/F/Veteran/DisabilityHybrid Workplace: Navy Federal Credit Union is a hybrid workplace, and details will be discussed during your interview process.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 positionBank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.REQNUMBER: 21913