FINRA Licensed Sales Consultant

Job Summary

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

Key Responsibilities

• Serve as the initial point of contact for inbound participant service requests and resolve complex account issues
• Identify and qualify participants for referral to a High-Value Financial Consultant
• Deliver on defined sales targets and participate in special projects as assigned

Required Qualifications

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