We need people with a common purpose and an uncommon commitment to help build the new CUNA Mutual - a dynamic and growing company with a culture of performance, high standards, and defined values.

Our company’s history is founded on an unparalleled commitment to the markets we serve. Today, our people are engaged, rewarded for performance, and making a difference for our customers and our community. And our future is based on our people - people driven to deliver value through innovation, involvement, and hard work.

Common Purpose

Uncommon Commitment

Think CUNA Mutual

We are seeking an uncommon professional to join our team as a Financial Service Assistant:

Self-motivation and the ability to thrive under pressure are keys to success in this role responsible for improving the efficiency and productivity of MEMBERS Financial Services Representatives while training to move into a Representative position. This will involve assisting with servicing client accounts, completing mutual fund trade tickets, placing trades and monitoring for settlement. You'll also process paperwork for annuities and life products, review submitted paperwork, set up brokerage accounts, monitor trade activity, maintain client files and assist with marketing mailings, branch promotions and seminars.

You must bring to the table...

• Working knowledge of brokerage and insurance products, terms, functions, suitability and compliance aspects.
• NASD Series 7, 63, 65/66 registration and resident Life, Health and Variable licenses required. State Life/Health Licenses.
• Strong customer service and organizational skills with the ability to juggle multiple tasks.

In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth and the opportunity to win and be rewarded. To apply, create a career notification agent and learn more about how CUNA Mutual delivers relevant products - via our Insurance, Services and Asset Management businesses - to customers around the globe, visit our website at:

EOE

Or to apply, please send your resume to: or call: 717-582-4181

It’s time to differentiate yourself as a professional within the financial services industry!