Job Overview
JOB DETAILS
REQUIREMENTS
- High school diploma or GED
- 2+ years of experience working as a Financial Advisor
- A proven and successful sales track record
- Active FINRA Series 7 licenses
- Active Series 63 and 65 or 66
- Active state variable life and health license
RESPONSIBILITIES
- Meet with existing and prospective clients to plan their financial future
- Utilize company-provided technology and tools to improve operations
- Use marketing support in the form of mailings, email blasts, and customized flyers to expand business and reach new customers
- Collaborate with co-workers and District Vice President to learn new skills, methods, and best practices
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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Employer : Anticipate Fintech (HK) Ltd
