Key skills
Sales
About this role
Role Overview
- You will meet with existing and prospective clients to plan their financial future
- Utilize our company-provided technology and tools to improve your operation
- You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers
- Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices
Requirements
- High school diploma or GED
- Ideally, you have 2+ years of experience working as a Financial Advisor
- A proven and successful sales track record
- You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66
- You also have an active state variable life and health license
Benefits
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
- Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
- Company-paid E&O, licensing fees, continuing education and compliance support