Financial Professional Premier Team

Location: Remote
Compensation: Salary
Staff Reviewed: Tue, Apr 02, 2024
This job expires in: 16 days

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

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