New York Licensed Financial Professional

Job Summary

A company is looking for a Salaried Financial Professional in a remote role.

Key Responsibilities

• Establish relationships with clients by delivering value through proactive communication
• Provide a single point of contact for client needs and assist in transactions
• Identify new opportunities and answer client questions regarding existing products

Required Qualifications

• Bachelor's degree or equivalent relevant industry experience
• FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
• 6-8 years of sales experience