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FINRA Licensed Sales Consultant
A company is looking for a Sr. Consultant, Sales Digital Technology. Key Responsibilities Maintain relationships with internal partners and customers to capture sales and market share Create and deliver training on financial planning and digital tools concepts Act as a subject matter expert to provide strategies that enhance client business Required Qualifications 5-7+ years of experience in financial services sales and/or marketing FINRA Series 6 or 7 License required upon hire Bachelor's degree or equivalent work experience Experience with financial planning tools Technical knowledge of annuities, life insurance, long-term care, and retirement plans
A company is looking for a Sr. Consultant, Sales Digital Technology.
Key Responsibilities
Maintain relationships with internal partners and customers to capture sales and market share
Create and deliver training on financial planning and digital tools concepts
Act as a subject matter expert to provide strategies that enhance client business
Required Qualifications
5-7+ years of experience in financial services sales and/or marketing
FINRA Series 6 or 7 License required upon hire
Bachelor's degree or equivalent work experience
Experience with financial planning tools
Technical knowledge of annuities, life insurance, long-term care, and retirement plans