Remote Variable Annuity Sales Team Client Advisor on the West Coast

Job ID: Available for Members

Location: Arizona

Compensation: To Be Discussed

Posted: Friday, October 05, 2018

This job expires in 13 days

Job Category: Account Management, Sales

Telecommute Level: Occasionally

Travel Requirements: Field Travel Required, Some Travel

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services company has an open position for a Remote Variable Annuity Sales Team Client Advisor on the West Coast.

Candidates will be responsible for the following:

  • Selling investment capabilities embedded in variable annuity platforms
  • Building and maintaining internal resources across Funds Management and portfolio management teams
  • Cultivating relationships and providing insights in plan design, participant behavior, investments, and the markets

Qualifications for this position include:

  • Must be able to participate in sales meetings
  • 5 years experience in sales role within financial services industry
  • Experience managing client relationships, delivering investment presentations
  • Required prior to hiring Series 7; Series 63 (or 66)