What are the responsibilities and job description for the Business Development Specialist - Financial Services position at Livictus Financial Services?
Required Skills and Qualifications
To succeed in this role, you will need:
- 5 years of financial services experience, preferably with a transferable book of business of at least $8M-$10M
- Excellent written, oral, and presentation skills
- Ability to build and manage client relationships
- Series 6 or 7, and 65 or 66 registrations; state insurance license required; Series 24 and CFP certification preferred
