Key skills
Sales
About this role
Role Overview
- serving as a strategic partner in developing and maximizing business relationships
- increasing recruitment and sales activity in partnership with territory team
- developing and maintaining relationships with Financial Advisors
- making proactive outbound calls to investigate or identify potential sales opportunities
- scheduling quality appointments weekly
Requirements
- one year of customer service or inside sales experience
- experience working within the Financial Services industry
- bachelor's degree in business administration, Finance or related field
- Series 65 license or both Series 7 and 66 licenses
Benefits
- Health insurance
- Retirement plans
- Professional development opportunities