Key skills
Sales
About this role
Role Overview
- Deepen client relationships and identify sales opportunities
- Lead integrated client teams to ensure growth and retention
- Position the value of lifetime income to sell products
Requirements
- 5+ years of experience required; 7+ years preferred
- FINRA Registrations (Series 6 or 7; Series 63)
- Life and Health Insurance License required within 120 days
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
- Flexible work arrangements