Related skills
financial services salesforce inbound sales series 7 series 63📋 Description
- Primary contact for inbound broker/advisor inquiries
- Provide sales support on product features and retirement solutions
- Create and deliver customized, web-based client illustrations
- Ensure advisors have accurate, compliant materials
- Document all client interactions in Salesforce
- Liaise between home office and field wholesalers
- Collaborate with internal teams to support sales initiatives
- Assist with onboarding and knowledge-sharing for new teammates
🎯 Requirements
- Strong verbal and written communication
- Analytical mindset for advisor needs
- Bachelor's degree
- Genuine interest in financial services
- High initiative, work ethic, accountability
- Thrive in a fast-paced, team environment
- Willingness to learn products, systems, workflows
- Must obtain SIE, Life & Health, Series 63 & 7 licenses within 120 days
🎁 Benefits
- Structured training and licensing program
- Clear career progression within the defined track
- Equal opportunity employer
- Accommodations available per law
- Opportunity for performance-based bonus
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Sales Jobs. Just set your
preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!