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New York Licensed Financial Professional

New York Licensed Financial Professional

VirtualVocationsConcord, California, United States
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A company is looking for a Salaried Financial Professional- Premier Team.

Key Responsibilities

Establish relationships with clients by delivering value through proactive communication

Provide a single point of contact for client needs and assist with transactions

Identify new opportunities in partnership with clients

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 • Concord, California, United States

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