Advisor Representative -- Retirement & Investment Services

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The Advisor Representative is often the first person to assist clients with questions. Responsibilities include scheduling member appointments for the Financial Advisor, making appointment reminder calls, scheduling annual reviews and routing/tracking staff referrals. Assists in the marketing of the Retirement and Investment Services program to credit union employees and members, assists the Financial Advisor with seminar preparations, sorts incoming mail, communicates address changes, provides telephone coverage, prepares memos and correspondence and manages calendars. Monitors the supply of marketing and compliance materials and provides functional support for the program at the assigned location.

 

  • Advocacy and Quality Service:  The Advisor Representative should be a role model for client quality service and advocacy behaviors within the branch and Headquarters environment. Leads team efforts in the planning of member appreciation events, and Retirement and Investment Services workshops, and local promotions. Since the Advisor Representative will also receive credit union product questions, they should demonstrate a full understanding of credit union products and services. Should also have the ability to cross sell credit union products and services. Must have the ability to work in a team environment, excellent human relations and communication skills are required.
  • Marketing:  Maintains client marketing calendar. Sends letters to targeted clients based upon client marketing calendar. Promotes the program to credit union employees and members. Coordinates lobby displays, ensures supplies are stocked and current. Coordinates mailings of newsletters, surveys, seminars, annual review letters, thank you cards, milestone cards and appointment information forms. Helps to coordinate and participates in outcall nights.
  • Administrative Duties:  Provides administrative support for the Retirement and Investment Services program. Duties include setting up appointments with members, analyzing, sorting, and delivering incoming mail, providing telephone coverage, preparing memos and correspondence, and managing calendars. Works with the Financial Advisor to ensure brokerage account paperwork is in order and compliant. Tracks staff referrals and works with staff to ensure that they understand the referral process.
  • Seminars and Webinars:  Assists with seminars - makes room arrangements, assembles packets, prepares handouts, organizes attendees, confirms seminar attendance and attends seminar to assist Advisor. Assists in webinars in the same manner electronically.
  • Appointments:  Goal of 15-25 appointments scheduled for Financial Advisor(s) per week. Coordinates appointments with Financial Advisor - puts together new member file kits, prints out copy of next day’s appointments, prepares prospect kits on all new appointments, pulls all client files for next day’s appointments, helps to complete application and photocopies to send new accounts to brokerage home office, organizes and maintains client database, enters notes and schedules follow up appointments.

Employees assigned to Alliant’s Retirement and Investment Services Department must be fingerprinted and complete a portion of Form U-4 (SECURITIES INDUSTRY REGISTRATION OR TRANSFER) for registration as an associated person with the Financial Industry Regulatory Authority (FINRA) through CUNA Brokerage Services, Inc. (CBSI).

 Requirements 

  • High School graduate and minimum of two years experience in banking, customer service and/or sales; or an equivalent combination of training and experience.
  • Excellent customer service and organizational skills.
  • Good computer skills and basic financial mathematics.
  • Prior experience working in a financial institution preferred.
  • Good telemarketing and administration skills including organization, attention to detail, typing and Microsoft knowledge required.
  • Ability to become familiar with all credit union products and to position products to members.
  • Demonstrates high level of member/client focus.
  • 10% travel, some evenings and weekends required.

 

 
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