We are currently seeking a First Investment Retirement Planning Center (FIRPC) Business Development Coordinator.
The qualified candidate will need to have one to three years of financial or related experience, with brokerage/insurance product experience a plus, and sales experience required. This individual will coordinate and perform marketing duties, maintain the Salesforce CRM database, track referrals, set-up and participate in educational seminars.
The qualified candidate will work with both existing and potential credit union members to answer a large variety of inquires and will provide positive solutions.
In addition to providing first rate member service, the FIRPC BD Coordinator is enthusiastic and precise in the execution of all duties. The FIRPC BD Coordinator must be available to work late evenings and occasional Saturdays for scheduled seminars.
If you are interested in making a “First-Rate” difference in our members’ lives, here is an excellent opportunity for you!
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities