We’re looking for a highly organized and sales-focused candidate with a financial services background. The ideal candidate will take ownership of their role, developing rapport with clients, learning about financial products, and analyzing the book of business for opportunities.
This position also involves a high level of communication (greeting clients, answering questions by phone and email, and managing marketing mailers) and strong organizational skills (managing a variety of documents, scheduling meetings/travel, and setting appointments.
This is a full-time position, Mon-Fri, with a target compensation of $72,000-78,000.
Responsibilities Include:
Desired Qualifications:
If this sounds like the right opportunity for you, we want to hear from you! Apply online today for immediate consideration.
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