Job Description
Overview
To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends 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 Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Manages moderate dollar volume and moderate member bases.
Responsibilities
+ Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
+ Conducts local seminars and member engagement events to grow book of business
+ Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
+ Provide investment industry expertise to client investment consultat...
To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends 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 Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Manages moderate dollar volume and moderate member bases.
Responsibilities
+ Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
+ Conducts local seminars and member engagement events to grow book of business
+ Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
+ Provide investment industry expertise to client investment consultat...