Related skills
salesforce licensing series 7 series 63 sie📋 Description
- Serve as primary contact for inbound broker and advisor inquiries
- Provide sales support on product features, benefits, retirement solutions
- Create and deliver customized web-based illustrations tailored to client scenarios
- Ensure advisors have accurate, compliant, and up-to-date marketing and sales materials
- Document all client interactions in Salesforce to support pipeline tracking and analytics
- Act as a liaison between the home office and field wholesalers to ensure seamless execution
🎯 Requirements
- Strong verbal and written communication; explain complex concepts clearly
- Analytical mindset with ability to understand and respond to advisor needs
- Bachelor's degree
- Genuine interest in financial services, capital markets, and retirement planning
- High level of initiative, work ethic, and accountability
- Must obtain SIE, Life & Health, Series 63 and Series 7 within 120 days
🎁 Benefits
- Structured training and licensing program to accelerate growth
- Defined career path with progression opportunities
- Reasonable accommodations provided during application/interview
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