Financial Advisor

Responsibilities Provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Act as a catalyst for the promotion and growth of NFFG products and services. Recommend appropriate mixtures 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. Manage moderate dollar volume and moderate member bases. Requirements Proven ability to prospect and grow an established book of business. Ability to generate GDC based on defined thresholds within a specified period of time. FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire). Effective analytical, decision-making, problem-solving and organizational skills. Exercises initiative using good judgment to make sound decisions. Effective interpersonal, verbal, and written communications skills. Effective planning, organizational, time management and problem‑solving skills. Effective skill building relationships through rapport, trust, diplomacy, and tact. Effective skill exercising initiative and using good judgment to make sound decisions. Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely. Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes. Ability to obtain appointment by the sponsoring insurance company, broker‑dealer and/or Registered Investment Advisory Firm. Experience in business development to include market strategy, product demonstration and promoting products and services. Experience consulting with customers to assess their financial status and identify investment needs. Effective knowledge of investment and insurance products. Effective knowledge to interpret industry related laws and government regulations. Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software. Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data. Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience. Knowledge of Navy Federal/NFFG organization, programs, policies and procedures. Desire to pursue relevant financial services designation. #J-18808-Ljbffr Jobtailor