If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Position Overview:
To provide comprehensive consultative insurance guidance and grow the local delivery of insurance services within assigned area. To act as an experienced auto, home, life, and annuity insurance agent in the designated territory. To engage personnel across all business lines and work collaboratively to establish effective referral processes and ensure member holistic financial planning needs are met.
Essential Responsibilities:
- (35%) Responsible for life and personal lines insurance policy delivery as a member facing Insurance Specialist within SECU locations and manages member relationships to determine proper insurance product placement and service delivery.
- (35%) Utilizes SECU technology, marketing campaigns, lead platforms, and member branch visits to achieve daily activity levels that align with branch/territory/region insurance productivity benchmarks.
- (15%) Develops a good understanding of all financial advisory solutions to coordinate and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically.
- (15%) Effectively builds referral networks across all business lines to ensure member insurance needs are met.
Required Education & Experience (Knowledge, Skills, & Abilities):
- Bachelor’s degree or high school diploma/GED and three years of insurance sales and service experience.
- Must possess active North Carolina Life and Personal Lines or Property & Casualty licenses or obtain those licenses within 1 month of hire and satisfy all continuing education requirements.
- Must have the ability to build and maintain relationships with carriers, specialists and members and facilitate effective dialogue.
Preferred Education & Experience (Knowledge, Skills, & Abilities):
- Bachelor’s degree and prior insurance sales and service experience preferred.
Job Environment & Physical Requirements:
- Work in an SECU branch location and some travel within assigned region.
- Sitting for prolonged periods.
- Telephone for prolonged periods.
- Computer for prolonged periods.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.