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Outbound Sales Associate

VirtualVocations
Norwalk, California, United States
Full-time

A company is looking for an Outbound Associate for a remote position.Key Responsibilities : Conduct outbound and inbound phone salesGenerate interest in wealth management services with prospective clientsInteract with Financial Advisors and troubleshoot issues with the Financial DashboardRequired Qualifications : Maintain appropriate policies & procedures for regulatory requirementsKnowledge of investment products and servicesClean U4 recordProven investment advisory sales skillsSeries 7, 63, 65 and 66 licensure a plus

3 days ago
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