About this role
Investments Representative at Arizona Financial Credit Union. Location: Phoenix, Arizona, United States. Role: managing investments, advising members, conducting workshops Requirements: Manage and promote investment and insurance services, provide member financial planning and education, maintain product and regulatory knowledge, and meet sales goals. Requires securities and insurance licenses and CFP or equivalent experience. Category: Sales Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel Certifications: registered cuso agent, insurance, securities, cfp Commitment: Full Time Workplace: Hybrid Languages: English