FINRA Licensed Sales Consultant

Job Summary

A company is looking for a Sr. Sales Digital Technology Consultant, with remote consideration.

Key Responsibilities

• Maintain productive relationships with internal partners, external sales management, and customers to capture sales and market share
• Create and facilitate training on financial planning and digital tools concepts
• Act as a subject matter expert to provide value-added strategies for increasing client business

Required Qualifications

• 5-7+ years of experience in financial services sales and/or marketing, focusing on annuities, retirement plans, long-term care, and/or life insurance
• FINRA Series 6 or 7 License required upon hire
• Bachelor's degree or equivalent work experience
• Experience with financial planning tools
• Technical knowledge of annuities, life insurance, long-term care, and retirement plans