Outbound Associate - Investment Advisory
Company: VirtualVocations
Location: Concord
Posted on: November 8, 2024
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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, Merced , Outbound Associate - Investment Advisory, Other , Concord, California
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