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Work for one of the Top 5 Large Companies in Utah! Mountain America Credit Union has full-time Investment Representative positions available in the following locations: Salt Lake City, Northern Utah, Utah County, Southern Utah, and Arizona.
Mountain America Credit Union is one of Utah’s premier employers. We offer our employees a wonderful work environment, opportunities for career growth, and people who care about your success, plus great benefits; including medical, dental, matching 401(k), Paid Time Off, cafeteria plan, educational assistance, etc.
Investment Representatives are responsible for conducting Member Portfolio Reviews and Providing Lifetime Investment Solutions through the sell of Financial Products and Services. Products include: Mutual Funds, Retirement Accounts, Fixed and Variable Annuities, and Insurance Products. These solutions will be sold through our Retail Branch Network. Mountain America Credit Union has over 42 Branch Offices and more than 200,000 members in 4 states including Utah, Nevada, Arizona, and New Mexico
Requirements include: General Securities – Series 7, Series 63, Life and Variable Annuity License. Four year college degree preferred or equivalent experience. Excellent communication skills. Two years experience in selling mutual funds and annuities in similar environment, with at least 5 years of industry experience. Proven ability to adapt and respond appropriately to changing work demands. Demonstrated ability in delivering sales results, developing strong member and business partner relationships. A track record of excellent customer satisfaction and strong ability to interface with all customers. Certified Financial Planner (CFP) a plus. Excellent interpersonal and collaboration skills. Salary is a base plus commission.
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