Overview:
Reports to: Manager, Investment Services.
Functions Supervised: None
Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.
Duties and Responsibilities:
Qualifications:
Education: Series 7, 63 and/or 65/66 and Life and Health Insurance Licenses. LUTCF, CLU, ChFC or CFP designation and bachelor’s degree in Business Administration or other related field preferred.
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Three years financial services sales experience. Ability to create and deliver effective messages scaled to the appropriate audience. Must be willing to travel as required.
Tenure: Not Applicable
Equal Opportunity Employer
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