State Licensed Financial Professional

Job Summary

A company is looking for a Salaried Financial Professional to join their Premier Team remotely.

Key Responsibilities

• Establish relationships with clients by proactively contacting them via phone, email, and chat
• Provide a single point of contact for clients, addressing their needs and answering questions about existing products
• Identify new opportunities and assist clients in initiating or completing transactions as appropriate

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