Sales Assistant
DuTrac Community Credit Union
1 Positions
ID: 1
Posted On 08/30/2022
Job Overview
Our mission at DuTrac is to be a trusted partner with our members to make a difference in their lives by working directly with each person to help them achieve their financial goals. Our staff provides excellent service to our members and builds long term relationships to make sure our members succeed in whatever those goals may be. As a Sales Assistant with DuTrac Financial Group, you have the power to make a difference!
Integrity, Community, Engagement and Education are the qualities you will find in DuTrac's working environment. You will appreciate working in DuTrac's family- friendly culture that provides excellent opportunities for both personal and career growth while providing a competitive salary and benefits package.
DuTrac Financial Group provides a full-service financial advisory program. Product specialties include mutual funds, IRA's, stocks/bonds, annuities, and long-term care and life insurance. Sales Assistant responsibilities include:
- Assisting DuTrac Financial Group with scheduling of appointments, preparing files for client visits, maintaining and updating client files, and processing servicing requests
- Processing investment and insurance product applications and forms
- Managing the logistics of member educational seminars and client events
- Servicing all client requests, walk-in and telephone, in a professional and friendly manner
- Sending communication to clients in a timely manner
- Performing general office tasks
The Sales Administrative Coordinator must be highly organized, meticulous, and demonstrate confidentiality. Must obtain FINRA Series 7 & 66 Securities and life and health insurance licenses within 12 months of starting the position.
Find out more about DuTrac and all of our open positions at www.dutrac.org/careers and apply today!!
DuTrac is proud to be an Equal Opportunity Employer.