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Operations Specialist with FINRA Licenses
Operations Specialist with FINRA LicensesVirtualVocations • Appleton, Wisconsin, United States
Operations Specialist with FINRA Licenses

Operations Specialist with FINRA Licenses

VirtualVocations • Appleton, Wisconsin, United States
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A company is looking for an Operations Specialist who will support sales, marketing, operational, and recruiting functions.

Key Responsibilities

Collaborate on marketing strategies for recruitment and retention of Financial Professionals

Manage and optimize LinkedIn profiles and content to enhance visibility and engagement

Provide operational support including new business processing and relationship management with various stakeholders

Required Qualifications

H.S. Diploma or equivalent required

3-5 years of insurance / securities or relevant experience required

FINRA Series 6 and Series 7 licenses preferred

Strong understanding of insurance and securities products

Familiarity with digital marketing platforms, especially LinkedIn

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Operation Specialist • Appleton, Wisconsin, United States

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