Now Hiring - Financial Services Sales Associate II in Jacksonville, FL

Sales Associate II ACCOUNTABILITY STATEMENT Carries out a wide range of duties related to the efficiency and productivity of the Financial Advisor and the Investment Services Program resulting in a positive member experience. A results-oriented position, focused on increasing the number of sales opportunities for Financial Advisors through sales and calling campaigns. There is equal emphasis on the service of existing client accounts. The Sales Associate II assists Financial Advisors to achieve efficiencies by understanding operations processes, championing the use of technology tools and establishing best practices. The Sales Associate II is expected to apply their knowledge and industry experience to resolve problems and assist with more complex aspects of operating an investment services department within a credit union environment.

• Create, implement, and track outbound call campaigns as assigned.
• Meets or exceeds established score card goals, and/or Service Level Agreements.
• Resolves problems using industry experience, critical thinking and risk analysis. Relied upon for good judgment and operational expertise.
• Gains product knowledge and provides operational expertise to clients and financial advisors with ability to provide advice where appropriate.
• Achieves quality servicing metrics while embracing a continuous improvement philosophy.
• Receives and makes an average of 40 inbound and outbound phone calls per day.
• Performs financial transactions and securities trades with accuracy and timeliness.
• Processes paperwork, reviews for accuracy and completeness before submission, and images all documents into file. Monitors and handles alerts and reports all suitability, compliance, or paperwork deficiencies. Follows up with representative, member client, or broker/dealer to obtain necessary documentation.
• Pre-qualifies leads and set appointments. Schedules interview and/or annual review appointments for representatives. Maintains referral database with acceptable level in open queue. Contacts referrals within established turnaround standards, tracks referral progress, enters notes, and provides feedback to referrer and Financial Advisor where necessary.
• Executing sales campaigns including generating lists and pre-sale appointment setting using scripting language with a basic knowledge of investment products.
• Cultivates strong working relationship with credit union staff and members.
• Complies with all applicable VyStar, FINRA, SEC, State of Florida and broker/dealer laws, regulations, policies and guidelines. Conducts business according to high standards of honesty, fairness, and integrity.
• Prepares and assists in the preparation of marketing promotions, sales proposals, seminars, newsletters, account reviews. Ensures compliance procedures are followed in such preparation and dissemination of marketing and sales material.
• Uses educational resources offered through credit union and broker/dealer to develop knowledge base, including but not limited to, formalized training programs.

• Incumbent is expected to exemplify each of the following VyStar Excellence behaviors in performing the duties and responsibilities of the job.
• Focus Focus your full attention by carefully listening to and observing member.
• Connect Consistently be friendly and approachable. Demonstrate you care.
• Understand Listen empathetically and ask questions. (70%-30% rule)
• Counsel Recommend solutions based on your member’s needs and objectives. Advance Ensure that member's expectations were exceeded.

• Bachelor’s degree and three years of securities industry experience, or Associate’s Degree with five years of securities industry experience.
• Internal candidates must have minimum of Associate’s Degree plus three years of financial services experience and have achieved Relationship Specialist II or possess relative securities/investment industry experience.

• Finra Series 7 and Series 65/66 licenses as well as any other industry licenses as needed. For internal candidates, Series 7 and 65/66 must be obtained within one year.

• Knowledge of IRAs and IRA Characteristics
• Highly organized self-starter with the ability to work independently
• Proficient in use of office equipment, including Microsoft Word, Excel, Outlook
• Must be comfortable providing limited investment advice

• Ability to conceptualize, research, and implement a project or plan
• Ability to communicate verbally and in writing to members, product sponsors, Financial Advisors and relevant staff persons, interpret and respond clearly and effectively to spoken requests over the phone or in person, and to verbal or written instructions.
• Demonstrated ability to: Identify, research and solve problems quickly;
• Interact with co-workers, dealers and customers in a highly professional manner; listen effectively, learn quickly and organize work;
• Work with minimal supervision; Shift quickly to new tasks when priorities change; Coordinate multiple tasks concurrently and with efficiency; Conceptualize, research and implement a project or plan