FINRA Licensed Sales Consultant

Job Summary

A company is looking for an Associate Sales Consultant (Personal Investors).

Key Responsibilities

• Serve as the initial point of contact for prospects and existing clients seeking financial education and advice
• Deliver on defined sales targets and maintain client satisfaction to support asset retention
• Develop and maintain proficient knowledge of the company's products and services

Required Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience
• 0+ years of total relevant work experience
• FINRA Series 7 and 66 licenses must be obtained within the first 6 months
• Sales experience preferred
• Financial industry experience preferred