Coursemark - Financial Analyst
Coursemark - Financial Analyst
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Salary Not Disclosed
1 Vacancy
Job Description
CourseMark a CUSO of Collins Community Credit Union is currently hiring a Financial Analyst Consultant in Texas. This person will be a competitive independent doer who can problem solve and get things done through people. In this role you will work with clients to establish new sales and complete annual reviews of insurance policies.
To be successful at CourseMark youll need to have excellent communication skills the ability to thrive in a fun fastfaced workplace the drive to succeed and the motivation to launch yourself to the next level. If you have the will the Credit Union wants to teach you the skill! We pride ourselves on being able to provide exceptional member service and being innovative in the process.
Qualified candidates should have strong written and verbal communication skills be detail oriented and reliable be able to multitask and have a positive attitude!
Essential Functions:
- Prepare detailed client presentations for new sales and annual reviews.
- Summarizing meeting points and recommendations to clients verbally or via email.
- Communicate with life insurance companies to obtain policy information.
- Occasional travel for conferences and other industry related events.
Working hours:
- Monday Friday 8:00am 5:00pm.
- Must be available to work an early rotation flex scheduling weekends etc.
Job Requirements:
- Bachelors degree preferred.
- Ability to obtain Texas resident life insurance license within first 12 months of employment.
- Proficient to advanced skills in Microsoft Word Excel and PowerPoint.
What You Receive from Employment with CCCU
A Comprehensive Health Wellness and 401k package. Its our passion to empower people and especially our employees to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. We live our Core Values with Purpose and believe putting our employees first will enable and embolden them to put our membership first.
What we offer you; Competitive Pay Bonus and Benefits Package; 401k Match Employee Discounts Career Training & Development Opportunities
Collins Community Credit Union is an EEO Employer. M/F/Veteran/Disability. We strongly encourage minorities veterans and individuals with disabilities to apply for career opportunities with the Credit Union. We are an EVerify Employer.
Please note applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.
Required Experience:
IC
Employment Type
Full Time
