About this role
Role Overview
- Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
- Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
- Obtain member/customer financial and/or suitability information
- Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
- Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
- Assist financial representatives in the preparation and follow up for the member/customer meetings
- Meet with prospects and/or current clients to review products and generate potential new business.
Requirements
- Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration
- Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
- Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for the sponsoring financial advisor.
- Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring financial representative.
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
Benefits
- 401(k)