FINRA Series 6 and 63 Licensed Analyst

Job Summary

As a Senior Analyst, the full-time remote Regional Internal Consultant will serve as a strategic partner to financial professionals, driving growth and client success through consultative sales and relationship management while holding FINRA Series 6 and 63 licenses.

Key Responsibilities

• Initiates contacts with business partners to build relationships and identify needs for tailored product solutions
• Develops strategic partnerships to meet performance requirements and supports business consultations and product updates
• Engages with external sales teams to consult on business growth and retention strategies for clients

Required Qualifications

• FINRA Series 6 and Series 63 licenses required, with Series 63 to be obtained within 120 days of hire
• Undergraduate degree in human ecology, business, finance, communications, marketing, or related field preferred
• Minimum of one year of experience in a sales-driven position, preferably in a sales or service call center environment
• Fundamental knowledge of insurance and financial products, with experience in consultative sales processes preferred
• Ability to balance multiple priorities and demonstrate strong relationship-building skills