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Growth Consultant
Location
Ohio + 1 moreAll locations: Ohio, Michigan
Posted
6 days ago
Salary
Not specified
Seniority
Senior
Job Description
Job Requirements
- A bachelor's degree in business administration or a related field
- A minimum of 5 years of experience in a sales position selling financial services offerings to Registered Representatives, TPAs, etc
- A minimum of 2 years of experience building and maintaining a customer account base
- Prior work experience in the financial planning industry (preferred)
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
- Licensing Requirements: A Series 65 license or both Series 7 and 66 licenses required to be obtained within 90 days of the start date
Benefits
- Flexible work arrangements
- Ongoing training to maintain current knowledge of all markets and industry developments
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