Assistente de Prospecção para apoiar a identificação e acompanhamento de leads no setor comercial. Responsável por contatos ativos e atualização de informações nos sistemas internos.
About the role
- Financial Advisor role focused on engaging with qualified clients in Hartford, Connecticut. No prospecting; appointments are pre-set for you by the company.
Responsibilities
- Spend every working hour in front of qualified clients instead of behind a phone or CRM
- Share your expertise and close deals to earn exceptional income
- Work with fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning
- Travel within your state for client meetings
Requirements
- Active Health & Life insurance license
- Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
- Clean U4 record (if applicable)
- Strong track record of in-person, sales success
- Ability to travel for client meetings
- Commitment to helping retirees build secure, confident financial futures
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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