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FINRA Licensed Sales Consultant

FINRA Licensed Sales Consultant

VirtualVocationsFullerton, California, United States
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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 • Fullerton, California, United States

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