Sales Desk Consultant - FINRA Series 6

Job Summary

A company is looking for a Sales Desk Consultant to assist producers and marketers with sales materials and support outbound call campaigns.

Key Responsibilities

• Produce analyses, sales proposals, and illustrations for Mutual Funds
• Communicate with agents and broker dealers to resolve inquiries and issues
• Administer the onboarding process for new producers in a designated territory

Required Qualifications

• BA Degree in a business-related field or equivalent experience
• 3+ years of financial experience with knowledge of the mutual fund industry
• Highly motivated with a passion for sales
• FINRA Series 6 preferred; must obtain within 90 days of start date if not held