Key skills
CRMSales
About this role
Role Overview
- Create and manage relationships with broker/dealer advisors to increase sales
- Conducts product and sales training through meetings, seminars, campaigns
- Works with internal wholesalers to generate leads from referrals
- Utilizes CRM and databases to maintain advisor profiles and sales activity
Requirements
- Bachelor's Degree required
- 3+ years of sales experience in investments, mutual funds, insurance or annuities required
- 5+ years of sales experience in investments, mutual funds, insurance or annuities preferred
- Prior annuity or investment external wholesaling experience is preferred
- Securities Industry Essentials (SIE) required
- FINRA Series 6 or 7, FINRA Series 63, State Insurance License required
Benefits
- Compensated personal time off
- Holidays
- Health benefits
- 401(k) plan with generous matching
- Special compensation based on sales