Responsible for identifying risk management strategies, handling policy renewals, and identifying sales opportunities for insurance plans in both life and health. Provide individualized, highly strategic investment consulting to members of ICCU. Work with advisors in the wealth department to develop ongoing financial planning with member focus to help accomplish their goals. Partner with a skilled team on credit and other financial services to offer a full array of solutions to the members and prospects. *The ability to speak spanish is preferred but not mandatory.* Duties and Responsibilities:
Provide excellent member service, consistent with ICCU and Idaho Central Wealth Management objectives and standards. Engages with members after receiving referrals from branches, developing new client relationships, and managing existing relationships. Have a thorough knowledge of all insurance capabilities on the life and Medicare product offerings. Service existing clients and conduct periodic reviews. Have designations and licenses up to and including Life, Health, AHIP. Complete continuing education annually on all licenses to stay up to date on continual changes. Maintain client records that meet the standards of the federal and state regulatory agencies, as well as following the written policies and procedures of the State Department of Insurance and any carriers. Refer members to the Credit Union for deposit and loan products or services. Mentor new agents as requested Engage with other departments to recommend risk management strategies that fit member's risk profile. Highly self-motivated and self-disciplined with the ability to work effectively in a fast-paced sales environment. Travel will be required. Other duties as assigned. Qualifications:
Bachelor's degree in relevant field required. 0-3 years' experience required as a licensed insurance agent. FINRA Series 6 plus 63 licensing preferred. State of Idaho, Washington, and Oregon- Life, Health and Disability Insurance licenses are also preferred but must obtain within 60 days of start date. AHIP certified if working with Medicare policies required. Experience in a financial institution environment preferred.
Performance Standard:
Must maintain a high standard of work ethic and relationships with members and team members. Highly self-motivated, creative, goal oriented and results driven with an entrepreneurial spirit. Can deliver a unique member experience. Master at building relationships with members. Must comply with FINRA and SEC and insurance guidelines and regulations. Professional in appearance, attendance, quality, and quantity of work performed. Ability to work under pressure and through conflicting situations. Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by Idaho Central Credit Union.
Physical Requirements:
Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.). Sit for extended periods of time. Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc. Repetitive motion using wrists, hands, and fingers. Reach keyboards. Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.). The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.
Must be eligible for membership at Idaho Central Credit Union to obtain employment.
Idaho Central Credit Union is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.
