Financial Advisor Coordinator - Family Security Credit Union

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Job Information
Cuna Mutual
Financial Advisor Coordinator - Family Security Credit Union
in
Decatur
Alabama
Job Purpose:
This position is responsible for scheduling appointments for members, Associate Financial Advisors, Financial Service Representatives, and/or Lead Financial Advisors, marketing the CBSI Financial Services program to Credit Union employees and members, as well as performing administrative functions in support of the CBSI Financial Services program.
Job Responsibilities: List of general activities, duties and/or tasks typically performed within the job
Support the marketing efforts of the program
Assemble seminar packets
Coordinate logistics of seminars
Maintain lobby marketing materials supply
Coordinate mailings
Execute basic marketing activities at the member level
birthday cards
newsletters
Administrative support to Advisor(s)
Coordinate the advisor(s) schedule
Maintain advisor(s) calendar
Set up and confirm appointments with members
Manage phone calls for advisor(s)
Order supplies
Create and manage ****,900.00
**MEMBERS ONLY**SIGN UP NOW***.’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. 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.
Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.
Accommodation Request
At **MEMBERS ONLY**SIGN UP NOW***. we believe in fostering an inclusive environment where everyone can bring their best self and thrive.​ If application or interview process accommodations are needed please notify us at **** .
We're a leading insurance, financial services and technology company focused on helping people achieve financial security through all life stages. We offer consumer and commercial insurance, retirement and investment solutions; and business solutions including data and analytics, lending capabilities and marketing services.
Discover for yourself the difference we can make for you.

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