Annuities Sales Associate
Hybrid · United States
Core
Sales role focused on selling annuity and retirement income products to financial professionals.
Role type
Inbound sales associate (annuities)
Builds
Retirement income solutions for financial professionals
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
relationship building, multitasking, self-motivation, persuasion, credibility, sales acumen
Preferred skills
sales experience, strong written and verbal communication
Technologies
FINRA SIE, Series 6, 63, State Insurance license
Responsibilities
Learn financial services industry, obtain required licenses, generate sales opportunities, present sales plans and materials
Seniority
Entry-level, sales trainee