Offer summary
Qualifications:
5+ years of financial services sales experience, Bachelor's degree, advanced degrees preferred, Extensive knowledge of life insurance products, Series 6 or 7 and Series 63 licenses required, Experience in point of sale sales a plus.
Key responsabilities:
- Establishing and maintaining strategic relationships
- Fact-finding and prospecting with advisors
- Training advisors on products and sales strategies
- Providing support during client meetings
- Implementing an activity plan to maximize contacts