Outbound Associate - Investment Advisory

Company: VirtualVocations
Location: Concord
Posted on: November 8, 2024

Job Description:

A company is looking for an Outbound Associate to contribute to their investment advisory offering.

Key Responsibilities

Conduct outbound and inbound phone sales to generate interest in wealth management services
Interact with Financial Advisors and prospective clients to schedule virtual meetings
Troubleshoot user issues with the Financial Dashboard and document interactions in CRM software

Required Qualifications

Knowledge of investment products and services
Proven abilities to maintain regulatory-driven policies and procedures
Possess a clean U4 record
Proven investment advisory sales skills, including proactive outbound calling efforts
Series 7, 63, 65, and 66 licensure is a plus

Keywords: VirtualVocations, Manteca , Outbound Associate - Investment Advisory, Other , Concord, California

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