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FINRA Licensed Senior Sales Specialist
A company is looking for a Senior Sales Specialist (Workplace). Key Responsibilities Serve as the initial point of contact for inbound participant service requests Identify and qualify participants for referral to Retirement Specialists and/or Financial Consultants Deliver on defined sales targets while providing education and guidance on investment options Required Qualifications Bachelor's degree or equivalent combination of education and relevant experience FINRA Series 7 and 66 licenses required within the first 6 months of hire 4+ years of relevant work experience preferred Strong understanding of the Financial Services industry, including legal and regulatory issues Ability to thrive in a fast-paced work environment
A company is looking for a Senior Sales Specialist (Workplace).
Key Responsibilities
Serve as the initial point of contact for inbound participant service requests
Identify and qualify participants for referral to Retirement Specialists and/or Financial Consultants
Deliver on defined sales targets while providing education and guidance on investment options
Required Qualifications
Bachelor's degree or equivalent combination of education and relevant experience
FINRA Series 7 and 66 licenses required within the first 6 months of hire
4+ years of relevant work experience preferred
Strong understanding of the Financial Services industry, including legal and regulatory issues
Ability to thrive in a fast-paced work environment