Key skills
Sales
About this role
Role Overview
- Establish relationships with clients by delivering value through proactive contact via phone, email, and chat
- Provide a single point of contact that brings together all resources to address client needs
- Answer client questions on their existing products and validate investment decisions
- Identify new opportunities in partnership with the client
- Assist the client in initiating or completing transactions as appropriate
Requirements
- 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
Benefits
- medical
- dental
- vision
- 401(k) plan
- paid time off