Sales Executive, Personal Insurance

Personal Financial Counselor Location: Salem, Oregon (Anderson Readiness Center & various military locations statewide) Key Responsibilities Provide personal financial counseling and education to service members and their families Assist clients with budgeting, debt reduction, and financial planning Educate clients on credit, interest rates, and responsible financial management Provide referrals to financial resources, military aid programs, and support services Conduct follow-ups on urgent financial cases within required timelines Deliver outreach, workshops, and financial education sessions Maintain awareness of federal, state, and military financial programs and resources Ensure all counseling is confidential and compliant with policies and regulations Submit required reports and documentation, including client contact records Schedule Core hours: Monday–Friday: 0800–1630 Flexible schedule required to support: Client meetings Outreach events Workshops and briefings (may occur outside core hours) Work performed: Primarily at Anderson Readiness Center (Salem, OR) Additional travel to military sites across Oregon as needed Telework may be authorized with approval Qualifications Bachelor’s degree from an accredited institution One of the following certifications: Certified Financial Planner (CFP®) Chartered Financial Consultant (ChFC®) Accredited Financial Counselor (AFC®) Strong knowledge of personal finance, budgeting, and debt management Familiarity with military financial systems and benefits (e.g., BRS, TSP, SGLI) Ability to provide professional, ethical, and unbiased financial guidance Strong communication and interpersonal skills Powered by JazzHR #J-18808-Ljbffr 020 Travelers Indemnity Co