Offer summary
Qualifications:
Bachelor's degree or equivalent, 5+ years of selling experience, 3-5 years relevant experience in financial services, Licenses in securities and insurance required, Ability to travel up to 25%.Key responsabilities:
- Drive sales by maintaining relationships with advisors
- Partner with RVP and RSD for territory strategy
- Support corporate initiatives and compliance knowledge
- Manage systems for efficiency and productivity
- Conduct presentations and group events