Offer summary
Qualifications:
Associates’ degree, 2+ years investment or insurance sales, FINRA Series 7, 63, 65 or 66 licenses, Pertinent state Life/Variable Insurance licenses.Key responsabilities:
- Provide advice-based financial solutions
- Offer diversified investment and insurance solutions
- Recommend products matching customer needs
- Increase assets under management through referrals
- Mentor and coach less experienced staff