Financial Advisor - Mutual Security Credit Union/Achieve Credit Union
Shelton, Connecticut

Job ID: 11315
Start Date: ASAP
Type: Direct Hire
Job Industry: Finance / Accounting

Onsite: On location at the Client’s site 100% of the time. No telecommuting or remote work.

Additional Information: Full benefits and commission compensation are available.

Description: Our Client, a mutual insurance company, is looking for a Financial Advisor – Mutual Security Credit Union / Achieve Credit Union in Shelton and Watertown, CT.


• 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;
• Meet or exceed credit union cross-selling goals as established in the credit union commitment letter;
• Present a professional image in all interactions both personally and professionally;
• Consistently and effectively utilize all tools, technology, and resources;
• Adhere to all FINRA and insurance rules and regulations, as well as to all company policies;
• Follow established policies and procedures of ethical market conduct;
• Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves;
• Meet or exceed individual production goals – with an appropriate product mix;
• Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc;
• Create and execute on an annual Marketing Plan.


• Experience in financial services sales with verifiable commission history of at least $150,000 Gross Dealer Concessions (3+ years);
• Experience selling securities;
• Experience selling insurance;
• Experience with full financial planning;
• Experience with face-to-face client meetings;
• Experience overseeing branch channels (preferred);
• Life / Health License(s);
• Series 7, 63 and/or 65/66 Licenses;
• Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.

If this job is not for you, earn a $2,100.00 referral bonus in cash by referring a Candidate or a Client to us. Vitaver Referral Program is one of the most generous on the market!

Please feel free to apply directly and contact me with your questions at

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* In compliance with the Federal Law, all persons hired to work in the United States will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

Vitaver & Associates, Inc. is an equal opportunity employer. It is the Company's policy to make all employment decisions including hiring, promotion, compensation, benefits, termination and others, without regard to age, race, color, religion, national origin, sex, disability, veteran status, or any other protected status in accordance with applicant federal, state, and local laws.
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