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The Senior Sales Associate is a member of a dynamic wealth team led by the IA/Planner and plays an integral role in the delivery of superior personalized service to our high net worth member owners. The primary responsibility of the role is to assist the IA/Planner(s) with their day to day administration, sales and service in an efficient and effective manner thereby allowing the IA/ Planner vital contact time with members. You ensure that the proper documentation has been completed correctly, processing its delivery in a timely manner with the appropriate follow up. You will assist in the completion of financial plans, annual reviews and identify additional opportunities to refer business back to the retail, business banking and other areas of Servus. The Senior Sales Associate is licensed and maintains a high level of knowledge relating to our products and services, sales processes and compliance and is able to execute trades. As an assistant you strive for excellence in communication and organization as you play a vital role in enhancing the member experience, and the growth and profitability of our credit union.
Assist the IA/Planner to achieve or exceed assigned sales and referral goals in the following areas;
We thank all applicants for their interest in Servus Credit Union.
Insurance; Mutual Fund Sales; Wealth Management
At Servus, our employees are our most valuable assets.
We offer continued growth and career advancement and reward employees for their efforts and achievements.