Investment Representative - Full-Time
Hartland & Sussex Branches
We currently have a full-time Investment Representative position available for our Hartland & Sussex branches.
Requirements:
- Must have graduated from high school or equivalent.
- Must hold a WI Life Insurance License and Series 7 & 66 Securities Licenses.
- Must have a minimum of 2 years experience as a registered representative.
- Must have knowledge of a PC for word processing, spreadsheets, and contact management software.
- Requires excellent telephone skills, tact, diplomacy and personal initiative.
Duties may include:
- Selling investment products and services to members and potential members of Landmark Credit Union.
- Communicating by telephone and directly with operational staff of the credit union, fund/insurance companies, LPL's home office and the clients and potential clients with professionalism.