Financial Professional - NY Licensed
Company: VirtualVocations
Location: Rochester
Posted on: October 26, 2024
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Job Description:
A company is looking for a Salaried Financial Professional on
the Premier Team (Remote).
Key Responsibilities
Establish and maintain relationships with clients through proactive
communication
Serve as a single point of contact for client needs and
resources
Assist clients with transactions and identify new opportunities
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
Prior customer service experience preferred
Previous sales, counseling, or entrepreneurial experience
preferred
Keywords: VirtualVocations, Minneapolis , Financial Professional - NY Licensed, Accounting, Auditing , Rochester, Minnesota
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