Provide consultative, member-facing insurance guidance and sell life, personal lines, and annuity products across an assigned territory. Achieve productivity benchmarks using SECU tools and lead platforms, support newer specialists, coordinate with other advisors for complex cases, build referral networks across business lines, and ensure compliance with carrier and system requirements.

Provides consultative auto, home, life, and annuity insurance guidance to credit union members. Delivers insurance solutions, builds referral networks across business lines, supports branch and territory productivity goals, coordinates complex member needs, and advises leadership on insurance best practices. Requires active North Carolina insurance licenses and experience with agency management systems.