Premier Team Financial Professional

Job is Expired

Location: Remote

Compensation: Salary

Staff Reviewed: Wed, Feb 07, 2024

Job Category: Customer Service

Weekly Hours: Full Time

Career Level: Experienced

Education Level: Bachelors

Job Summary

A financial services company is seeking a Financial Professional (Premier Team) in Syracuse, NY or remote.

Key Job Responsibilities:

Proactively contacting clients via phone, email, and chat to establish relationships and address their needs
Being a resource to answer client questions and validate investment decisions
Identifying new opportunities and assisting clients with transactions

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

COMPLETE JOB DESCRIPTION

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Job is Expired

Company Overview

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