West Virginia Licensed Hybrid Wholesaler

Job Summary

A company is looking for a Hybrid Wholesaler to proactively market financial products and build relationships with financial advisors.

Key Responsibilities

• Deliver product presentations to financial advisors through various communication methods
• Build business relationships using a consultative sales process
• Create and execute a quarterly business plan while managing sales budgets

Required Qualifications

• BA/BS required, with a preference for finance or economics
• 3-5 years of relevant financial services experience
• SIE, Series 6 and/or 7, and 63 licenses required
• Strong work ethic and high integrity
• Self-starter with a team-oriented mindset