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)
