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.

• 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.