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SalaryWe are seeking a part-time Sr. Investment Services Representative to join our Investments team working approximately 24 hours per week. Candidates may be located in any state where we employ staff, although the greater Columbus, Ohio, or Jacksonville, Florida, area is preferred. This position is primarily a work-from-home opportunity.
The Sr. Investment Services Representative is responsible for developing and expanding relationships with credit unions (B2B) and generating fee income by selling investment products and services. Strong working knowledge of Fixed Income and Money Market products is essential. This position will be responsible for calling on prospective and existing credit unions, determining the credit union’s investment needs, and recommending/selling the appropriate product or service that fulfills the need. Also, this position is responsible for following up on leads for cross-selling investment products and services. This position does require regional and national travel approximately 30% of the time. We are looking for someone who understands fixed income and money market instruments, has series 7 and 63 licenses, and loves to build relationships.
This position is compensated with a base salary plus incentives equal to approximately $50,000 annually based on part-time hours.
Desired Qualifications:
- Bachelor’s Degree or equivalent work experience
- Minimum of five years experience in business and/or investments
- Series 7 and 63 licenses required
- Knowledge of all types of fixed-income and money market instruments
- Experience with business-to-business sales
- Strong relationship-building skills, influential communication, negotiation, oral and written communication skills
- Strong organizational skills and attention to detail
- Self-motivated and able to work remotely with minimal direction
- Knowledge of financial investment portfolios preferred
- Knowledge of Salesforce preferred
We are looking for someone who may have held the following positions below:
Investment Representative
Investment Specialist
Money Market Specialist
Fixed Income Specialist
Senior Investment Representative
Sr. Investment Representative
Financial Representative
Sales Representative
Portfolio Manager
About Corporate One:
We are a leading wholesale financial services provider to more than 700 of America’s credit unions. As a trusted and highly respected investment, funding, and payment solutions partner to credit unions for over 70 years, Corporate One has developed innovative solutions for credit unions throughout our history. We, along with our subsidiary companies (CUSOs), Lucro Commercial Solutions and Accolade Investment Advisory are committed to our member credit unions and their mission to help their communities thrive.
Why Should You Apply?
Employment with Corporate One includes being part of a collaborative environment where every individual is part of a team, making a difference to credit unions and the communities they serve. We are dedicated to improving the financial lives of others. You’ll enjoy a friendly and casual work environment where personal autonomy, self-initiative, innovative thinking, and continuous learning are highly valued. We are proud to have an average tenure of 10 years!
We are proud to offer:
- Organizational Strengths: Corporate One Federal Credit Union is one of the nation’s largest and most progressive corporate credit unions, with more than $6.0 billion in assets and an average staff tenure of 10+ years.
- Competitive Compensation & Benefits: Corporate One offers competitive compensation, a generous 401(k) matching contribution, and quality health and ancillary benefits.
- Work-Life Balance: Generous PTO (Paid Time Off) starting with four weeks/year and 11 paid holidays.
- Learning and Development: We provide a full library of online training as well as group and individual training, and coaching, all focused toward helping you grow and be successful.
- Additional Benefits Too Cool to Not Mention: Ongoing special events throughout the year, flexible dress code, computer setup provided, tuition reimbursement, wellness program, gym membership reimbursement, pet insurance, and more!
Corporate One Federal Credit Union is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.
As the financial landscape continues to evolve, so do we. That is why it is an exciting time to join our team!
