New York Licensed Financial ProfessionalVirtualVocations • Madison, Wisconsin, United States
New York Licensed Financial Professional
VirtualVocations • Madison, Wisconsin, United States
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- serp_jobs.job_card.full_time
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A company is looking for a Salaried Financial Professional- Premier Team.
Key Responsibilities
Establish and maintain relationships with clients through proactive communication
Serve as a single point of contact for clients, addressing their needs and providing resources
Assist clients in transactions and identify new opportunities for engagement
Required Qualifications
Bachelor's degree or equivalent relevant industry experience
FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
6-8 years of sales experience
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Financial Professional • Madison, Wisconsin, United States
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