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Title

Licensed Sales Assistant 

Division CUSO Financial Services, L.P.  
Position Licensed Sales Assistant - Bellco Credit Union  
Location Bellco Credit Union - Centennial, CO  
Full-Time/Part-Time Full-Time  
Description

 

Join a Winning Team!

 

Through its relationship with CUSO Financial Services, L. P. (CFS) Bellco Credit Union is seeking a Licensed Sales Assistant for one of our top Financial Advisors in the Centennial, CO area.

As a Licensed Sales Assistant, you become part of the credit union environment providing support to the Financial Advisor and help to build member relationships. The position is responsible for support and coordination of all activities related to client service, processing of paperwork, and coordination of business development activities, as well as contribution to sales if appropriately licensed.

Bellco Credit Union is one of the largest credit unions in Colorado, with over $4 billion in assets and more than 324,000 members. The credit union actively supports the community, donating funds and employee volunteer hours to many health and family related causes. Bellco also frequently receives recognition for providing outstanding financial stability to its customers, vendors, and employees. To learn more, visit bellco.org

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access and expert technology to get there. We are lead by visionary financial services leaders who see farther. We’re ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team!

Job duties and responsibilities may include:

  • Possesses solid product knowledge of financial products and services
  • Responsible for making outbound calls to warm leads to schedule appointments
  • Responsible for trade execution
  • Project coordination
  • Prepare reports and financial data
  • Ability to work well with all levels of internal management and staff, as well as outside clients and vendors
  • Track sales progress
  • Field telephone calls, receive and direct visitors
  • Support the team with events, acting as an event coordinator and person of contact.
  • Troubleshoot minor technical and service issues
  • Strong computer and organization skills
  • Maintain a FINRA compliant filing system with all records
  • Schedule appointments and maintain calendar
  • Communicate with members/clients in a positive manner both in person and/or by telephone
  • Practice high quality service standards in all interactions with clients, prospective clients and personnel in other departments within the credit union
  • Administer branch referral contests and branch referral tracking; submit branch referral tracking logs to appropriate department
  • Demonstrate an understanding that the credit union offers financial services and investments through CFS
  • Flexibility, excellent interpersonal skills
  • In order to meet the service needs of the team and clients, job function may necessitate changes in location.
 
Position Requirements

Desired Qualifications:

  • Series 7 and 63 FINRA licenses required
  • Colorado Life and Health Insurance Licensed preferred
  • A minimum 2 years of experience in a support, sales, or administrative capacity in a financial service or sales environment
  • Excellent organizational and communication skills
  • College Degree preferred

 

 

For immediate consideration please apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=3584952

 

Licensed Sales Assistants are employed by Gateway Services LLC and registered through CUSO Financial Services, L.P. (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P., go to www.cusonet.com.

EOE

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This position is currently accepting applications.

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