Job Summary
A financial services and investment firm is in need of a Remote Financial Sales Consultant.
Must be able to:
- Cultivate relationships with our customers
- Educate our customers on information specific to their retirement plan and offerings
- Provide appropriate investment solutions to existing customers
Qualifications for this position include:
- Bachelor's degree or an equivalent combination of education and professional work experience
- Active FINRA Series 7 & Series 63
- Minimum of 1 year experience in sales, preferably inside sales
- Demonstrated customer service, relationship management and sales skills
- Ability to learn new information quickly and independently
