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financial services salesforce licensing retirement planning series 7📋 Description
- Serve as primary contact for inbound broker/advisor inquiries
- Provide sales support on product features, benefits, and retirement solutions
- Create customized, web-based illustrations tailored to client scenarios
- Ensure advisors have accurate, compliant, and up-to-date marketing and sales materials
- Document client interactions in Salesforce for pipeline tracking
- Liaise between home office and field wholesalers to ensure seamless execution
- Collaborate with internal teams to support sales initiatives
- Assist onboarding and knowledge-sharing for new team members
🎯 Requirements
- Strong verbal and written communication
- Analytical mindset to understand advisor needs
- Bachelor's degree
- Interest in financial services and retirement planning
- High initiative, work ethic, and accountability
- Thrive in a fast-paced, team-oriented environment
- Willingness to quickly learn products, systems, workflows
- Must obtain SIE, Life & Health, Series 63 & Series 7 licenses within 120 days
🎁 Benefits
- Equal opportunity employer
- Reasonable accommodations provided upon request
- Structured training and licensing program
- Eligible for discretionary bonus
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