Offer summary
Qualifications:
Bachelor’s degree in a business field or equivalent professional experience, FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 required, Life insurance license or obtain within 90 days, One year of experience in financial services, Basic knowledge of financial products.
Key responsabilities:
- Learn all products in assigned specialty area including competitive offerings and regulations.
- Explain product options to customers and make recommendations.
- Identify multi-product needs and connect customers with product specialists.
- Work with relationship managers to initiate product requests.