What are the responsibilities and job description for the Pursue Unlimited Growth as a Top Financial Sales Professional position at Omega Wealth Private Capital, LLC?
Requirements and Qualifications
To succeed in this role, you'll need to excel at face-to-face client interactions and financial sales. A proven track record of successfully closing new business is essential, as well as being coachable, driven, and hungry to keep improving. You should also hold a Series 65 license and possess a Life Insurance license. While a CFP designation is preferred, it's not required – bonus points if you're pursuing it, and we'll help you get there.
To succeed in this role, you'll need to excel at face-to-face client interactions and financial sales. A proven track record of successfully closing new business is essential, as well as being coachable, driven, and hungry to keep improving. You should also hold a Series 65 license and possess a Life Insurance license. While a CFP designation is preferred, it's not required – bonus points if you're pursuing it, and we'll help you get there.
