Job Summary
A company is looking for a Salaried Financial Professional for their Premier Team, which is a remote position.
Key Responsibilities:
- Establishing relationships with clients through proactive communication and providing valuable resources
- Identifying new opportunities in partnership with clients and assisting in transaction initiation
- Being a single point of contact for addressing client needs and validating investment decisions
Required Qualifications:
- Bachelor's degree or equivalent relevant industry experience
- Hold FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
- 6-8 years of sales experience
