Financial Services Representative

  • Company

    CUNA Mutual Group
  • Location

    Warminster, PA, 18974
  • Compensation

    Draw plus commission
  • Position Type

    Employee
  • Employment type

    Full time
  • Updated

    14 Aug 2008
  • eFC Ref no

    430201
CUNA MUTUAL GROUP is seeking licensed financial professionals to join our team. We are a $14.6 Billion organization with over 70 years of successfully partnering with credit unions to help them to compete via a variety of products and services.
Here's what we offer:

  • Captive audience of credit union members
  • Competitive Compensation, Benefits (including multiple medical coverage options), Matched 401K, Company-funded Pension Plan
  • Continuing education opportunities
  • No overhead for office space
  • Marketing Support
  • Seminar and workshop presentations to the credit union members
  • Opportunities to work closely with branch staff for training/coaching and referral generation
  • Full legal and compliance back office support
  • Complete brokerage menu
  • Administrative support


  • Here's what you need to bring to the table:

  • Experience within the financial service industry in interacting with clients and meeting their financial needs
  • NASD Series 6, 7, 65 and/or 66 (and Series 63 in states where required)
  • State Life/Health Licenses
  • Ability and willingness to pursue, CFP, ChFC, or CLU Designation

  • EEO

    Employer Description:

    Relationships. Recognition. Providing Solutions to credit unions and their members nationwide.

    Build, Perform, Succeed

    CUNA Mutual is the leading provider of financial products and services to credit unions and their members worldwide. If you think we are satisfied with just being the leader ... Think Again.

    We are building the new CUNA Mutual -- a company with a culture of performance, high standards, defined values, engaged employees

    col3
    Col4
    Col5
    Col6
    bottom

    Site Information

    eFinancialCareers is a Dice Holdings, Inc. company. Dice Holdings, Inc. is a publicly traded company listed on the New York Stock Exchange (Ticker: DHX)