Insurance/Health Advisor

Liberty Federal Credit Union

Evansville, IN

JOB DETAILS
SKILLS
CLU, Communication Skills, Credit Union, Health Insurance, Insurance, Investment Services, Life Insurance, Maintain Compliance, Medicare
LOCATION
Evansville, IN
POSTED
1 day ago

Join a full-service credit union as a Life and Health Advisor in our Wealth Services team at our Evansville location.

Key responsibilities include serving existing life and health insurance clients, driving new opportunities such as Medicare enrollment, building strong member relationships, managing existing business, and recommending tailored insurance and investment solutions while ensuring regulatory compliance.

Qualifications required are an active Life & Health Insurance Producer License in Indiana, excellent communication skills, and a good understanding of credit union products. Preferred qualifications include additional licenses or certifications, such as CLU, CER, CHHC, FINRA licenses, and experience in insurance or investment advising.

Benefits include a competitive salary with incentives, paid holidays and time off, medical/dental/vision insurance, 401(k) with matching, employer-paid insurance, and tuition reimbursement. Liberty FCU is an Equal Opportunity Employer.

About the Company

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Liberty Federal Credit Union