SKILLS

• Customer Service
• Networking
• Sales

• Provide consultation on investment and insurance strategies, including the development of financial plans for member clients
• Grow and retain an advisory, brokerage, and insurance book of business
• Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships
• Acquire, expand, and maintain member client relationships through business development and networking
• Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union’s core values
• Apply product and procedural knowledge to solve member client problems appropriately and efficiently
• Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals
• Develop and implement wealth management strategies for member clients and determine the best products to support these strategies
• Present sound financial recommendations and guidance to member clients
• Establish and implement financial plans based on members’ financial needs and objectives, while monitoring financial plans and recommending changes
• Coach and educate branch staff and internal business partners to identify opportunities
• Drive financial education and visibility among branch staff
• Partner with branch managers to lead the branch team on action steps to achieve investment results
• Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity
• Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management.
• Meet service level agreements for lead and referral follow up
• Create and execute business plan to grow recurring revenue base
• Develop, monitor, and manage portfolios and third-party asset managers
• Act as a culture champion, aligned with Suncoast’s mission and values
• Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer’s compliance framework
• Obtain broker dealer approval on all advertising and communications with the public
• Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets
• Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
• Attend educational events to increase professional knowledge
• Complete annual compliance and info security training to understand employees’ role in maintaining effective compliance and security program