FINRA Licensed FinTech Specialist

Job Summary

A company is looking for a FIN Tech Solutions Specialist to support partner initiatives and enhance sales solutions for Life or Annuity distribution teams.

Key Responsibilities:

• Builds and documents partner overviews and training materials to improve sales tactics
• Manages the FinTech database for internal access to partner information
• Assists in onboarding and enhancing relationships with FinTech partners

Required Qualifications:

• Undergraduate degree in business administration or related field preferred
• FINRA Series 6 and Series 63 required; Series 7 preferred
• Four years of sales or business development experience, preferably in insurance or financial services
• Solid understanding of sales practices and FinTech platforms
• Advanced designations (CFP, CLU, ChFC) preferred