FINRA Licensed Internal Wholesaler

A company is looking for an Internal Marketing Representative responsible for contributing to sales through financial professional recruiting and providing marketing support. Key Responsibilities Conduct telemarketing activities to generate sales activity and develop business relationships with financial professionals Manage marketing activities in assigned regions to maximize field sales and follow up on marketing campaigns Track sales activity, maintain records, and provide weekly sales reports to the team Required Qualifications Bachelor's Degree required FINRA Series 6 or 7 and Series 63 registrations required Life insurance license required 3-5+ years of related experience in the sales and marketing of insurance products Proven track record of sales success or direct contribution to a sales team

Jun 5, 2025 - 16:20
 0
FINRA Licensed Internal Wholesaler
A company is looking for an Internal Marketing Representative responsible for contributing to sales through financial professional recruiting and providing marketing support. Key Responsibilities Conduct telemarketing activities to generate sales activity and develop business relationships with financial professionals Manage marketing activities in assigned regions to maximize field sales and follow up on marketing campaigns Track sales activity, maintain records, and provide weekly sales reports to the team Required Qualifications Bachelor's Degree required FINRA Series 6 or 7 and Series 63 registrations required Life insurance license required 3-5+ years of related experience in the sales and marketing of insurance products Proven track record of sales success or direct contribution to a sales team