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This position is responsible for improving the efficiency and productivity of existing Financial Advisors, as well as learning/training on aspects of the Financial Advisor role. Job Responsibilities Assist advisors with client servicing (address changes, questions, account changes, etc.). Serves as a second source for clients. Establish and maintain client files to meet compliance requirements. Re
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Serve as the key point of contact with assigned credit unions, continually enhancing and building upon overall business relationship with assigned credit unions as measured through new sales, retention, account growth, and increased product penetration, in addition to non financial metrics Gather detailed information about accounts, analyze and prioritize information resulting in the development o
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This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business. Job Responsibilities Cultivate strong relationships with members by consistently using the prescribed sales process. Provide fee based financial planning and asset manage
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Serve Your Clients Cultivate strong relationships with members by consistently using the prescribed sales process. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. Meet or exceed credit union cross selling goals as esta
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This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business. Job Responsibilities Cultivate strong relationships with members by consistently using the prescribed sales process. Provide fee based financial planning and asset manage
Posted Today
The Manager I, Analytics is responsible for leading the execution of analytics for a defined product or set of products. The scope of the role includes management of analytical decisions in close alignment with functional strategies and business objectives. Responsible for accurately reporting and communicating results, managing the forecasting process and maintaining a high level of forecast accu
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This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business. Job Responsibilities Cultivate strong relationships with members by consistently using the prescribed sales process. Provide fee based financial planning and asset manage
Posted Today
Consults on workplace issues by translating HR and employee data into insights. Dives deep into the environment and behaviors that impact the employee experience. Prepares and interprets statistical analysis of workplace and employee factors. Supports the organization's efforts to create an empowered, engaged, and diverse workforce. Serves as an internal consultant to HR leadership, business unit
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This role is designed to provide hands on experience to acquire knowledge of methods, procedures and standards of the organization, allowing an opportunity for individuals to apply what they have learned in a classroom environment while gaining new skills in a dynamic professional setting. Specific activities will vary by department. Job Responsibilities Communicate with customer and/or representa
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This is a remote position that can be located in Georgia or Alabama Job Purpose This position is responsible for cultivating and maintaining relationships with retirement focused advisors in their defined region. The focus of this role should be positioned as a thought leader and technical expert supporting the growth of an advisor's retirement plan book of business. The goal and objective of this
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The principal purpose of this position is to direct the sales activities for CMFG manufactured Annuity products (MEMBERS Annuities) within an assigned geographic territory. The objective of this role is annuity deposit growth (AUM), a principal CMFG objective. This position leads the sales activities and efforts of F2F distribution through registered representatives in the independent broker deale
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This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business. Job Responsibilities Cultivate strong relationships with members by consistently using the prescribed sales process. Provide fee based financial planning and asset manage
Posted Today
Investigate and synthesize data from previous CUNA Mutual Group research and externally sourced data and communicate key learnings and recommendations. Analyze market research data and summarize key learnings and recommendations. Participate in project management of market research projects. Participate in meetings and discussions within our market research staff, and with internal stakeholders. J
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This role supports the development of business intelligence strategy and systems including Ongoing implementation and utilization of analytical and reporting tools, including Power BI and Sway, to support decision making for business managers. Exploring and optimizing data, lists and reports for our existing and future customers, media, channel and products Exploring and analyzing data/results to
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Provide a high quality customer service experience characterized by educating customers, keeping customers informed of next steps and answering customer questions. Review claim information to determine steps needed to complete the settlement of a claim. Document phone calls and claim information accurately and proficiently. Initiate and complete claim settlement transactions fitting express claim
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