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Premier Team Financial Professional

Company: VirtualVocations
Location: Richmond
Posted on: February 10, 2024

Job Description:

A financial services company is seeking a Financial Professional (Premier Team) in Syracuse, NY or remote.
Key Job Responsibilities:

Proactively contacting clients via phone, email, and chat to establish relationships and address their needs
Being a resource to answer client questions and validate investment decisions
Identifying new opportunities and assisting clients with transactions

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

Keywords: VirtualVocations, Richmond , Premier Team Financial Professional, Accounting, Auditing , Richmond, Virginia

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