Job Summary
An investment adviser company has a current position open for a Remote Retirement and Financial Planning Sales Vice President in Trenton.
Candidates will be responsible for the following:
- Meeting with the individuals to analyze their situation in depth and provide our solutions when appropriate
- Calling individuals who have requested information and make the initial determination if we can help them
- Educating and persuading the qualified individuals
Position Requirements Include:
- Meeting with the individuals
- Minimum of five years of specifically selling to stock market investors with a quantifiable track record of individual success attaining new investor business
- Minimum of six-figure earnings in each of the past 3 years
- Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations
- Comfortable and experienced working in a pay for production compensation model