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FINRA Licensed Sales Consultant
VirtualVocationsOntario, California, United Statesjob_description.job_card.1_day_ago
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- serp_jobs.job_card.full_time
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A company is looking for an Associate Sales Consultant (Personal Investors).
Key Responsibilities
Serve as the initial point of contact for prospects and existing clients seeking financial education and advice
Deliver on defined sales targets and maintain client satisfaction to support asset retention
Develop and maintain proficient knowledge of the company's products and services
Required Qualifications
Bachelor's degree or equivalent combination of education and relevant experience
0+ years of total relevant work experience
FINRA Series 7 and 66 licenses must be obtained within the first 6 months
Sales experience preferred
Financial industry experience preferred
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Sales Consultant • Ontario, California, United States
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