Related skills
financial services salesforce licensing series 7 series 63📋 Description
- Primary contact for inbound broker/advisor inquiries
- Support product features, benefits, and retirement solutions
- Create customized web-based illustrations for client scenarios
- Ensure advisors have accurate, compliant sales materials
- Document client interactions in Salesforce
- Liaise between home office and field wholesalers
🎯 Requirements
- Strong verbal and written communication skills
- Analytical mindset to understand advisor needs
- Bachelor's degree
- Genuine interest in financial services and retirement planning
- Must obtain SIE, Life and Health, Series 63, and Series 7 licenses within 120 days
- Ability to thrive in a fast-paced, team-oriented environment
🎁 Benefits
- Structured training and licensing program
- Equal opportunity employer
- Reasonable accommodations available
- Potential discretionary bonus
- Clear sales career progression path
- Licensing opportunities during training
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