Series 65 Licensed Business Development Executive
Job Summary
A company is looking for a CRS Business Development Executive to drive business results by developing client relationships and providing retirement service solutions.
Key Responsibilities
- Develop, manage, and expand client relationships through referrals and new business development activities
- Advise clients on retirement services, including asset allocation and investment management
- Support business development efforts through events, campaigns, and client onboarding
Required Qualifications, Training, and Education
- Bachelor's Degree or at least five years of retirement services experience
- 1 to 2 years of experience in the financial services industry
- Professional designations such as AIF, QKA, or CIMA are desirable
- Series 65 license is necessary or ability to earn within 90 days of employment
- Proficiency with Microsoft Office Suite and Salesforce
COMPLETE JOB DESCRIPTION
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