Financial Advisory Services (FAS) Specialist (Insurance Focus)

State Employees Credit Union of New Mexico(1 month ago)

RemoteFull TimeMedior$86,242 - $115,295 (estimated)Financial Advisory Services (FAS)

About this role

The Insurance-Focused Financial Advisory Services (FAS) Specialist provides and grows local delivery of insurance products to credit union members across assigned districts, delivering quotes and writing policies primarily via phone. The role supports branch employees on general financial advisory topics to drive referrals and coordinates with FAS Contact Center Managers. This is a full-time remote position with scheduled weekend and holiday shifts.

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Required Skills

Life Insurance
Personal Lines
Property Casualty
Insurance Licensing
Communication
Sales
Member Relations
Referral Management
Multi-Tasking
Organization

Qualifications

Bachelor's Degree
CCUE Certification
Associate Degree (AA/AS NC-CTP)
Life Insurance License
Property & Casualty License
Life and Health Insurance License
Driver's License

About State Employees Credit Union of New Mexico

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