FINRA Licensed Internal Wholesaler

Job Summary

A company is looking for an Internal Marketing Representative responsible for contributing to sales through financial professional recruiting and providing marketing support.

Key Responsibilities

• Conduct telemarketing activities to generate sales activity and develop business relationships with financial professionals
• Manage marketing activities in assigned regions to maximize field sales and follow up on marketing campaigns
• Track sales activity, maintain records, and provide weekly sales reports to the team

Required Qualifications

• Bachelor's Degree required
• FINRA Series 6 or 7 and Series 63 registrations required
• Life insurance license required
• 3-5+ years of related experience in the sales and marketing of insurance products
• Proven track record of sales success or direct contribution to a sales team