Outbound Associate with Series Licenses
Company: VirtualVocations
Location: Gilbert
Posted on: February 4, 2025
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Job Description:
A company is looking for an Outbound Associate to engage with
prospective clients regarding wealth management services.
Key Responsibilities
Conduct outbound and inbound phone sales to generate interest in
financial services
Schedule virtual meetings between prospective clients and Financial
Advisors
Troubleshoot user issues with the Financial Dashboard and
communicate with the technical support team
Required Qualifications
Knowledge of investment products and services
Proven ability to maintain compliance with regulatory policies and
procedures
Possess a clean U4 record
Investment advisory sales experience, including proactive outbound
calling
Series 7, 63, 65, and 66 licensure is a plus
Keywords: VirtualVocations, Mesa , Outbound Associate with Series Licenses, Other , Gilbert, Arizona
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