Key skills
Sales
About this role
Role Overview
- Educates advisors on distribution of comprehensive solutions
- Drives adoption of integrated approach across full financial spectrum
- Hosts client/firm events where appropriate
Requirements
- 5+ years of sales and/or relationship management experience
- Series 7, 63, 65, and 66 licenses required
- Life and Health Insurance License (Resident State)
- Must be able to travel domestically 50% of time
Benefits
- Comprehensive Total Rewards package
- Health, wellness, and work life offerings
- Competitive retirement program