Securities and Insurance Licensed Associate
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Job Summary
Supporting a financial advisor's practice, the full-time Securities and Insurance Licensed Associate will provide licensed financial and non-financial assistance, engage in client communications, and facilitate marketing efforts while working remotely across various states.
Key responsibilities
- Handle sensitive communications and respond effectively to ensure high customer satisfaction
- Collaborate with financial representatives to develop and implement business and marketing plans
- Conduct research and provide recommendations related to securities products and investment advice
Required qualifications
- Must be fully licensed, securities registered (series 7 & 66 or 6 & 63), or willing to obtain licensure within 120 days of hire
- Appropriately insurance licensed for the sale of life, health, and variable products
- Demonstrated customer service experience, preferably 2+ years
- Basic understanding of financial products and services offered by the sponsoring financial advisor
- Previous administrative or secretarial experience is desired
Complete Job Description
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