Job Overview
We are seeking a dynamic and detail-oriented Licensed Registered Sales Assistant Broker to join our financial services team. In this vital role, you will support the sales process by providing exceptional client service, processing new business, trades, help prepare financial plans and assisting with a variety of administrative and operational tasks to help grow client base. Your energetic approach will help foster strong client relationships, facilitate smooth trade settlements, and uphold the highest standards of financial accuracy and integrity.
Qualifications
- Licensing required: Series 7, and Series 66 (or 63), plus Life and Health insurance licenses.
- Bachelor's degree
- Excellent mathematical skills with the ability to analyze complex financial data
- Exceptional communication skills to effectively convey complex financial information to clients and prospects
- Detail-oriented with strong analytical and problem-solving abilities
We offer base salary and competitive compensation packages along with opportunities for professional growth and development. Join our team of dedicated professionals who are committed to helping clients achieve their financial aspirations.
Pay: $50,000.00 - $75,000.00 per year
Benefits:
Work Location: In person
