Outbound Associate - Series 7 63 65 66
Job Summary
A company is looking for an Outbound Associate to contribute to its investment advisory offering.
Key Responsibilities
- Conduct outbound and inbound phone sales to generate interest in wealth management services
- Interact with Financial Advisors and prospective clients to schedule virtual meetings
- Assist users with issues related to the Financial Dashboard and document interactions in CRM software
Required Qualifications
- Proven ability to adhere to regulatory-driven policies and procedures
- Knowledge of investment products and services
- Possess a clean U4 record
- Series 7, 63, 65, and 66 licensure is a plus
COMPLETE JOB DESCRIPTION
The job description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...
Company Overview
Company Company Name
Headquarters Headquarters
Founded Founded
Website
Wikipedia Wikipedia URL
BBB URL BBB URL
The company description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...
BECOME A PREMIUM MEMBER TO
UNLOCK FULL JOB DETAILS & APPLY
- ACCESS TO FULL JOB DETAILS AND APPLICATION INFORMATION
- HUMAN-SCREENED REMOTE JOBS AND EMPLOYERS
- COURSES, GROUP CAREER COACHING AND RESOURCE DOWNLOADS
- DISCOUNTED CAREER SERVICES, RESUME WRITING, 1:1 COACHING AND MORE
- EXCELLENT CUSTOMER SUPPORT FOR YOUR JOB SEARCH
