Come join a winning team at BayPort Credit Union!

(This position has a dedicated territory, competitive payout, and forgivable draw)

BayPort Credit Union is seeking a Licensed Investment Representative to help employees, credit union members and new clients reach their financial goals by providing them with exceptional personalized service and appropriate financial solutions. This individual will service an existing book of business while generating new clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Identify and evaluate customer and employee needs for financial services, assess the objectives and goals of the individual, then develop an investment strategy to implement.
• Proactively market and support all aspects of assigned credit union.
• Identify and develop relationships with Wholesalers
• Keep current on investment products and services offered
• Develop and maintain long-term relationships based on trust and respect for clients, employees and members.
• Follow through on the sales goals set forth by the Investment Program Manager
• Provide regular feedback to the branch employees, identified credit union executives and Program Manager regarding sales practices and business development initiatives.
• Provide excellent customer service.
• Periodically meets with client to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative.
• Follow the rules and regulations set forth by the credit union, FINRA, SEC and the broker dealer
• Address and solve business-related challenges as needed
• Drive investment and credit union integration initiatives, e.g. branch training, etc.
• Supports Company Mission and Corporate Values

EDUCATION and/or EXPERIENCE
Desired Qualifications:

• A college degree and minimum 3 years financial services industry experience
• Active FINRA Series 6 or 7, 63/65 or 66 licenses and Virginia Life and Health Insurance Licenses
• Exceptional sales orientation and in-depth investment knowledge
• Requires professional, well-developed oral, written and interpersonal skills necessary for communicating with members, visitors, callers, vendors and co-workers
• Great organization skills
• Strong presentation skills along with a strong work ethic are also required. Previous experience working in credit union or community bank environment preferred.

BENEFITS

Some of our benefits include Paid Time Off earned bi-weekly; tuition reimbursement; medical, dental, vision, disability, 401K matching, and life insurance; employee volunteer program; and so much more!

Investment Representatives are employed by BayPort Credit Union and registered through CFS (Member FINRA/SIPC). CFS offers its representatives a supportive back-office staff, tomorrow’s technology, a proprietary database for client information, and clearing through Pershing. To learn more about CUSO Financial Services, L.P., go to www.cusonet.com.

About BayPort Credit Union

Organized as Newport News Shipbuilding and Dry Dock Co. Employees’ Credit Union in 1928 to serve the financial needs of shipyard employees and their families, today BayPort Credit Union is rated a Superior 5-Star Credit Union by Bauer Financial and services individuals and businesses of the Virginia Peninsula, Southside, and surrounding coastal communities.

With nearly 148,000 credit union members and more than $2.2 billion in assets, our purpose and philosophy remain faithful to our motto of people helping people. BayPort is committed to developing long-term prosperity for our communities by committing to our members’ financial well-being. For more information visit www.bayportcu.org.

EOE

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

Application Question(s):

• Do you have a current FINRA license(s)

Experience:

• Investment: 3 years (Preferred)

Work Location: In person

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