Sales Jobs at Navy Federal Credit Union with Visa Sponsorship
Sales roles at Navy Federal Credit Union span member-facing positions across branches and contact centers, covering lending, financial products, and relationship management. Navy Federal has a consistent track record of sponsoring international talent in this function, making it a viable target for visa-dependent candidates pursuing careers in financial services.
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To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
Responsibilities
- Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
- Conducts local seminars and member engagement events to grow book of business
- Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
- Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
- Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
- Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
- Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
- Establish, maintain, and develop business relationships with members and internal/external sources
- Execute customer and broker purchase/sales orders of securities for current/new clients
- Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
- Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
- Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
- Monitor, track and report performance of individual sales plans and assigned strategies for leadership
- Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
- Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
- Perform other duties as assigned or appropriate
Qualifications
- Proven ability to prospect and grow and established book of business
- Ability to generate GDC based on defined thresholds within a specified period of time
- FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
- Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
- Effective interpersonal, verbal, and written communications skills
- Effective planning, organizational, time management and problem-solving skills
- Effective skill building relationships through rapport, trust, diplomacy, and tack
- Effective skill exercising initiative and using good judgment to make sound decisions
- Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
- Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
- Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
- Experience in business development to include market strategy, product demonstration and promoting products and services
- Experience consulting with customers to assess their financial status and identify investment needs
- Effective knowledge of investment and insurance products
- Effective knowledge, to interpret industry related laws and government regulations
- Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
- Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
- Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience
- Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
- Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00 AM – 5:30 PM Hybrid
Location: 2040 Harbison Drive Ste E, Vacaville, California 95687
Total Cash Compensation: Base Pay Range ($66,560-$75,000) + Variable Compensation Pay + Annual Incentive
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
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.
- Fortune 100 Best Companies to Work For 2025
- Yello and WayUp Top 100 Internship Programs
- Computerworld® Best Places to Work in IT
- Newsweek Most Loved Workplaces
- 2025 PEOPLE® Companies That Care
- Newsweek Most Trustworthy Companies in America
- Military Times 2025 Best for Vets Employers
- Best Companies for Latinos to Work for 2025
- Forbes® 2025 America's Best Large Employers
- Forbes® 2025 America's Best Employers for New Grads
- Forbes® 2025 America's Best Employers for Tech Workers
- 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
- Military.com Top Military Spouse Employers 2025
- 2025 Handshake Early Talent Award
©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
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.
Overview
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
Responsibilities
- Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
- Conducts local seminars and member engagement events to grow book of business
- Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
- Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
- Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
- Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
- Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
- Establish, maintain, and develop business relationships with members and internal/external sources
- Execute customer and broker purchase/sales orders of securities for current/new clients
- Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
- Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
- Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
- Monitor, track and report performance of individual sales plans and assigned strategies for leadership
- Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
- Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
- Perform other duties as assigned or appropriate
Qualifications
- Proven ability to prospect and grow and established book of business
- Ability to generate GDC based on defined thresholds within a specified period of time
- FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
- Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
- Effective interpersonal, verbal, and written communications skills
- Effective planning, organizational, time management and problem-solving skills
- Effective skill building relationships through rapport, trust, diplomacy, and tack
- Effective skill exercising initiative and using good judgment to make sound decisions
- Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
- Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
- Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
- Experience in business development to include market strategy, product demonstration and promoting products and services
- Experience consulting with customers to assess their financial status and identify investment needs
- Effective knowledge of investment and insurance products
- Effective knowledge, to interpret industry related laws and government regulations
- Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
- Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
- Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience
- Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
- Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00 AM – 5:30 PM Hybrid
Location: 2040 Harbison Drive Ste E, Vacaville, California 95687
Total Cash Compensation: Base Pay Range ($66,560-$75,000) + Variable Compensation Pay + Annual Incentive
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
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.
- Fortune 100 Best Companies to Work For 2025
- Yello and WayUp Top 100 Internship Programs
- Computerworld® Best Places to Work in IT
- Newsweek Most Loved Workplaces
- 2025 PEOPLE® Companies That Care
- Newsweek Most Trustworthy Companies in America
- Military Times 2025 Best for Vets Employers
- Best Companies for Latinos to Work for 2025
- Forbes® 2025 America's Best Large Employers
- Forbes® 2025 America's Best Employers for New Grads
- Forbes® 2025 America's Best Employers for Tech Workers
- 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
- Military.com Top Military Spouse Employers 2025
- 2025 Handshake Early Talent Award
©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
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.
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Get Access To All JobsTips for Finding Sales Jobs at Navy Federal Credit Union Jobs
Tailor your resume to financial services sales
Navy Federal prioritizes candidates who can demonstrate consultative sales experience with financial products, such as personal loans, credit cards, or deposit accounts. Frame your experience around member outcomes and product adoption, not just quota attainment.
Target branch and contact center postings strategically
Navy Federal operates branches near major military installations and a large contact center presence in Virginia, Florida, and Arizona. Roles tied to those locations appear more frequently and tend to move through the sponsorship pipeline faster than corporate or specialist positions.
Confirm sponsorship eligibility before the offer stage
Ask directly during the final interview round whether the specific Sales role is eligible for H-1B or TN sponsorship. Some frontline sales positions are classified in ways that affect specialty occupation determinations under USCIS guidelines, so clarity early avoids surprises at the offer stage.
Use Migrate Mate to filter open Sales roles by visa type
Search Migrate Mate to find current Sales openings at Navy Federal Credit Union filtered by the visa categories they actively sponsor. This saves time by surfacing only the roles where your specific authorization status is a known fit.
Understand the LCA's role in your salary negotiation
Before finalizing your offer, check DOL prevailing wage data for the relevant sales occupation in your work location. Your employer must file a Labor Condition Application certifying your salary meets the prevailing wage, so knowing the benchmark strengthens your negotiating position.
Sales at Navy Federal Credit Union jobs are hiring across the US. Find yours.
Find Sales at Navy Federal Credit Union JobsFrequently Asked Questions
Does Navy Federal Credit Union sponsor H-1B visas for Sales?
Yes, Navy Federal Credit Union has an established history of sponsoring H-1B visas for Sales roles. Sponsorship is more common for positions that meet USCIS specialty occupation requirements, which typically means the role requires at least a bachelor's degree in a specific field. Frontline sales positions are evaluated case by case, so confirming eligibility with the recruiter before accepting an offer is essential.
How do I apply for Sales jobs at Navy Federal Credit Union?
Applications are submitted through Navy Federal's careers portal. For visa-dependent candidates, Migrate Mate is the recommended starting point to identify which open Sales roles are currently sponsoring international candidates. Once you've identified a target role, apply directly and disclose your visa status early in the recruiter screening call to avoid late-stage complications.
Which visa types does Navy Federal Credit Union commonly sponsor for Sales roles?
Navy Federal Credit Union sponsors several visa categories for Sales positions, including H-1B, TN for Canadian and Mexican nationals, F-1 OPT and CPT for students in active programs, J-1 for exchange visitors, and immigrant pathways including EB-2 and EB-3 for longer-term employment. The right category depends on your nationality, educational background, and the specific role's classification.
What qualifications does Navy Federal Credit Union expect for sponsored Sales roles?
Most sponsored Sales roles at Navy Federal require a bachelor's degree, often in business, finance, or a related field, since USCIS specialty occupation standards require a degree-specific connection to the job duties. Relevant experience in financial product sales, member service, or relationship management in a regulated banking environment strengthens your candidacy and supports the sponsorship case.
How do I understand the timeline for getting sponsored in a Sales role at Navy Federal Credit Union?
Timeline depends on your current status. If you're on F-1 OPT, your employer can file an H-1B petition by April 1 for an October 1 start under the cap. TN sponsorship moves faster, often completing within weeks. For EB-2 or EB-3 immigrant pathways, PERM labor certification with the DOL adds significant processing time, often a year or more before USCIS petition filing begins.
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