State Licensed Financial Professional

Job Summary

A company is looking for a Salaried Financial Professional to join their remote team.

Key Responsibilities

• Establish relationships with clients and provide a single point of contact for their needs
• Proactively contact clients via phone, email, and chat to address inquiries and validate investment decisions
• Assist clients in initiating or completing transactions and identify new opportunities

Required Qualifications

• Bachelor's degree or equivalent relevant industry experience
• FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
• 6-8 years of sales experience
• Prior customer service experience is preferred
• Previous sales, counseling, or entrepreneurial experience is preferred