Financial Advisory Services Specialist - Insurance Focus
State Employees Credit Union of New Mexico(4 months ago)
About this role
The Financial Advisory Services (FAS) Specialist with an insurance focus provides and expands the delivery of personal and life insurance products to credit union members. Acting as the primary personal lines agent for assigned districts, the specialist quotes, writes policies, and collaborates with branch staff to ensure holistic member financial advice.
Required Skills
- Life Insurance
- Personal Lines
- Policy Writing
- Quote Delivery
- Referral Management
- Member Service
- Communication
- Organizational Skills
- Multi‑Tasking
- Compliance
+2 more
Qualifications
- Four‑Year Degree
- CCUE Certification
- Associate of Arts
- Associate of Science
- Life and Health Insurance License
- Property and Casualty License
About State Employees Credit Union of New Mexico
secunm.orgAs a State Employees Credit Union Member, you have an active voice in a credit union that understands your specific needs. See why we're the best credit union in New Mexico.
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