A company is looking for a Financial Services Analyst to provide efficient service for internal and external customers while managing investment plans.
Key Responsibilities : Prepare materials to propose, sell, and establish new investment plansReview and approve requests for withdrawals, exchanges, and contract cashoutsCommunicate with customers and internal departments to ensure service quality and complianceRequired Qualifications, Training, and Education : High school diploma;
undergraduate studies preferredFour years of relevant work experienceParticipation in technical coursework such as LOMA, CLU, or ChFC is desirableNASD Series 6 and / or 26 preferred, depending on assigned productKnowledge of insurance / financial services industry practices is preferred
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