State Licensed National Advisor Consultant

A company is looking for a National Advisor Consultant. Key Responsibilities Provides continuous inbound marketing support and sales assistance to brokers and producers Maintains and expands existing fund business by encouraging repeat sales and cross-selling products Generates producer prospect referrals and maintains effective communication with internal teams Required Qualifications Bachelor's degree or equivalent Series 7 and state securities agent registration (S63 or S66) or the ability to obtain within a defined period Excellent organizational and interpersonal skills Commitment to maintaining accuracy and detail

Apr 23, 2025 - 20:30

A company is looking for a National Advisor Consultant. Key Responsibilities Provides continuous inbound marketing support and sales assistance to brokers and producers Maintains and expands existing fund business by encouraging repeat sales and cross-selling products Generates producer prospect referrals and maintains effective communication with internal teams Required Qualifications Bachelor's degree or equivalent Series 7 and state securities agent registration (S63 or S66) or the ability to obtain within a defined period Excellent organizational and interpersonal skills Commitment to maintaining accuracy and detail