FINRA Licensed Sales Consultant

Job Summary

A company is looking for an Associate Sales Consultant (Personal Investors).

Key Responsibilities

• Serve as the initial point of contact for prospects and existing clients seeking financial education and advice
• Deliver on defined sales targets and maintain client satisfaction to support asset retention
• Develop and maintain knowledge of products and services while leveraging financial acumen to manage client relationships

Required Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience
• 0+ years of relevant work experience
• FINRA Series 7 and 66 licenses required
• Sales experience preferred
• Financial industry experience preferred