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Insurance
The Associate, Inbound Annuities Sales Specialist will support annuity sales growth, conduct consultative sales calls, generate proposals, and build relationships with financial advisors.
Top Skills:
Crm SystemFinra Series 6Finra Series 63Finra Series 7
Insurance
The role involves representing investment solutions to financial advisors, executing business strategies, managing relationships, and driving sales growth.
Top Skills:
Finra Series 63Finra Series 7
Insurance
Support the External Wholesaler by building relationships with financial advisors, driving sales, and providing market insights and educational support on investment solutions.
Top Skills:
Crm Systems
Insurance
This role involves supporting external wholesalers through relationship management, sales strategy execution, and providing market insights to financial advisors.
Top Skills:
Finra Series 63Finra Series 7
6 Days AgoSaved
Insurance
The ETF Business Development Regional Advisor Consultant focuses on growing ETF assets through strategic outreach and relationship management within the RIA channel across the West region.
Top Skills:
Finra
Insurance
Drive agent retention, implement training curriculum, promote sales initiatives, conduct planning meetings, and mentor agents while supporting business growth.
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