Description
Liberty FCU, a full-service credit union, is committed to providing exceptional financial services and personalized solutions to our members. Â Our Wealth Services team integrates investment, insurance, and planning strategies to help members achieve their financial goals. Â Liberty Wealth Services is seeking a Life and Health Advisor to join our Wealth Services team at our Burkhardt Office located at 1900 Hirschland Road in Evansville. The ideal candidate will have strong communication skills, a deep understanding of credit union products, and the ability to build lasting relationships with members while delivering comprehensive insurance and investment solutions. If interested, please proceed by clicking apply.Â
Key Responsibilities:
- Serve existing life and health insurance needs for clients of our Wealth Advisors.
- Drive new opportunities, especially around Medicare enrollment and related health coverage solutions.
- Build and maintain strong relationships with members.
- Manage existing business and identify opportunities for growth.
- Recommend life, health, and investment products tailored to members' needs.
- Ensure compliance with all regulatory requirements and internal policies.
Qualifications Required:
- Active Life & Health Insurance Producer License with the Indiana Department of Insurance.
- Excellent communication and interpersonal skills.
- Strong understanding of credit union products and services.
Preferred:
- Additional certifications/licenses such as CLU, CER, CHHC.
- FINRA Series 7, 66, and 63 licenses.
- Experience in insurance and investment advisory roles.
- Competitive salary, performance-based incentives, and a comprehensive benefits package.Â
- Paid Holidays
- Paid Time Off (Vacation, Sick and Personal Days)
- Medical, Dental and Vision Insurance
- 401(k) retirement program with matching funds
- Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
- Tuition Reimbursement Program
Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.Â
PI281184456
