Insurance Agent

Job Description

Job Description

Salary : $24.00 - $30.00

Position Summary : Via Credit Union is seeking an Insurance Agent working Tuesday - Saturday (noon). Scheduled hours are 8 : 15 a.m. - 4 : 30 p.m., Friday 8 : 15 a.m. - 5 : 00 p.m., and Saturday 8 : 15 a.m. - noon, unless otherwise specified. The insurance agent serves as a consultant to members, non-members and staff. Services may include an analysis of current insurance products owned, needs analysis, and the development of an insurance strategy designed to meet those needs.

Employment Requirements : As a financial institution, Via Credit Union requires its employees to successfully pass a comprehensive background check and be in good financial standing as a condition of employment and to remain in such standing. Good financial standing means that the employee is current on all payments due to Via Credit Union or any other creditors and is in compliance with all applicable laws relating to financial crimes.

Candidate Tip : Add "apps.bamboohr.com" to your email contact list so you make sure to receive emails regarding your application.

Mission : People helping people achieve financial success.

Vision : Via Credit Union is committed to member service while maintaining financial stability.

Values :

• Honesty and Integrity
• Service Beyond Expectations
• People First
• Committed to Serve
• Foster Growth & Knowledge
• Excellence
• Have Fun

Reasonable Accommodations Statement : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions :

Records of all sales, transactions, and pertinent conversations are kept

Position Expectations :

Qualifications :

Education : High School Diploma or equivalent

Experience : 3-5 years in the insurance sales field

Computer Skills : Microsoft Office Suite

Certifications & Licenses :

Benefits Summary :

Personal, 9 paid holidays, and bereavement

Financial & Retirement Planning

Safe Harbor Non-Elective (employer paid)

Physical Demands :

N (Not Applicable) Activity is not applicable to this position.

O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs / day)

F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs / day)

C (Constantly) Position requires this activity more than 66% of the time (5.5+ hrs / day)

Occasionally : Stand, Squat or Kneel, Bend, Lift / Carry and Push / Pull 11 -100 lbs

Frequently : Walk, Climb, Reach above Shoulder, Reach Outward, Bend, Lift / Carry and / or Push / Pull 11-20 lbs

Constantly : Sit, Reach Outward, Manually Manipulate, Visual Accuity, Talk, Hear / Listen, Lift / Carry 10 lbs or less, Push / Pull 12 lbs or less

Not Applicable : Crawl

Work Environment :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job in an office setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be in a fast paced, stressful environment. Some outside environmental conditions, especially while traveling to meetings, training, or meeting with members. The noise level in the work environment is usually moderate.