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Cincinnati, OH Full Time Posted by: Affinity Posted: Sunday, 18 October 2020


Base + Commission + Full Benefits + Paid Relocation Available

We are seeking an uncommon professional to join our team as a Financial Advisor.
Job Responsibilities:
Serve Your Clients:
1. Cultivate strong relationships with members by consistently using the prescribed sales process.
2. Cultivate strong working relationships and trust among staff by conducting regular staff training, attendance/participation at staff meetings and functions and sending referrals back
3. Meet or exceed cross-selling goals as established in the credit union commitment letter.
4. Present a professional image in all interactions both personally and professionally.
Run Your Office:
5. Consistently and effectively utilize all tools, technology, and resources as prescribed by Brokerage Services.
6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.

7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.

Grow Your Business:
8. Meet or exceed individual production goals - with an appropriate product mix.

9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.

10. Create and execute on an annual Marketing Plan.

11. Attend and participate in Brokerage Service meetings, virtual and face to face, as scheduled.

12. Other duties as assigned.

Job Requirements:

1. Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.

2. Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least
$150,000 Gross Dealer Concessions.

3. Demonstrated ability to effectively build business relationships with diverse clients.

4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience.

5. Life/Health License(s)

6. Series 7, 63 and/or 65/66 Licenses.

7. LUTCF, CLU, ChFC or CFP designation preferred.


  • Series 7 and 65 or 66 Registrations
  • Life/Health Licenses

Two to three years minimum prior financial advisor experience with 7 AND 65 or 66 FINRA registrations.

Company Culture

Our future is driven by our people, and our people are driven to deliver value through innovation, involvement and determination. If you want to be recognized for your results and empowered to reach your potential, we urge you to apply.
In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Cincinnati, OH, United States of America
Click apply
10/18/2020 5:06:52 PM

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