Offer summary
Qualifications:
Bachelor’s degree in a business field or equivalent professional experience, FINRA Series 6, 63, and 65 or Series 7 and 66, Life license (or obtain within 90 days), One year of financial services experience, Basic knowledge of financial products, Customer service and interpersonal skills.Key responsabilities:
- Learn all products in specialty area
- Explain product options to customers
- Identify multi-product needs
- Collaborate with team members for product requests