Find & Apply For Financial Services Sales Agent Jobs in Kailua, Hawaii

Registered Member Associate Navy Federal Credit Union $26.00

• $34.

00 / hr United States, Hawaii, Kailua Sep 29, 2026 Overview To provide diverse administrative support to Financial Advisors (FAs). To provide through various media channels information regarding Navy Federal Financial Group (NFFG) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees. To establish a positive member experience, optimal satisfaction and retention, meet and growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures and standards. Responsibilities Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.)

Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction

Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors

Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area

Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments

Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications

Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration

Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti

• Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach
  Utilize systems with advanced access to perform complex account set up and maintenance
  Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures
  Prepare and review client paperwork pre and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations
  Execute, as directed by management or FA, advanced account set up and changes, prepare account portfolio reviews and account hypotheticals, and ensure recordation and retention following NFIS and industry processes and procedures
  Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts
  Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives
  Assist with unsolicited trades
  Assist in training and onboarding new Qualifications FINRA Series 7, combination of NASAA Series63/65 65 or 66 registration and state Life & Health Insurance License
  Experience in an administrative support capacity, preferably in member/customer service or financial services
  Familiarity with financial transaction/processing related responsibilities
  Familiarity with financial institution and lending practices, principles, and regulations
  Working knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities
  Ability to work independently and in a team environment
  Effective verbal and written communication skills
  Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
  Effective skill interacting with staff, management, vendors, and members diplomatically and tactfully
  Advanced customer service focus and relationship management skills
  Ability to remain calm and courteous under pressure while dealing with internal & external members/customers
  Effective skill building effective relationships through rapport, trust, diplomacy, and tact
  Ability to interpret and explain regulation, instructions, and procedures
  Effective skill exercising initiative and using good judgment to make sound decisions
  Effective organizational, planning and time management skills
  Effective research, analytical, and problem-solving skills
  Effective skill performing mathematical calculations and working accurately with numbers
  Working knowledge of products, services, processes, requirements, and systems related to the business unit
  Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents
  Effective skill maintaining accuracy with attention to detail and meeting deadlines
  Experience with managing multiple priorities independently and/or in a team environment to achieve goals
  Effective skill navigating multiple screens and PC applications and adapting to new technologies
  Effective word processing and spreadsheet software skills Desired Qualifications Advanced knowledge of investment and insurance products
  Advanced knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures
  Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience

Additional Information Hours:

Monday

• Friday, 8:30AM
• 5:00

PM Hybrid Location:

9999 Willow Creek Road, San Diego, CA 92131

25 Kaneohe Bay Drive, Suite 220, Kailua, HI, 96734 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.

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Equal Employment Opportunity:

All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations:

If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.

Disclaimers:

Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site. Protect Yourself from

Job Scams:

Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.

Bank Secrecy Act:

Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.