Provide consultative guidance and grow local insurance delivery for auto, home, life, and annuity products. Meet productivity benchmarks using SECU tools and lead platforms, deliver policies at branches, support and mentor regional specialists, drive referrals across business lines, and share best practices with leadership.

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.