Outbound Associate - Colorado Licensed
Company: VirtualVocations
Location: Akron
Posted on: September 23, 2024
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Job Description:
A company is looking for an Outbound Associate.
Key Responsibilities:
Conduct outbound and inbound phone sales
Generate interest in wealth management services with prospective
clients
Interact with Financial Advisors and troubleshoot issues with the
Financial Dashboard
Required Qualifications:
Maintain appropriate policies & procedures for regulatory
requirements
Knowledge of investment products and services
Possess a clean U4 record
Operational, organizational, and follow-up skills
Proven investment advisory sales skills
Keywords: VirtualVocations, Akron , Outbound Associate - Colorado Licensed, Other , Akron, Ohio
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