What are the responsibilities and job description for the Financial Product Consultant position at SoTalent?
The Opportunity
Our client is looking for a Financial Product Consultant – Annuities to support an assigned territory. In this role you will build and grow relationships across their channel with Banks, Credit Unions, Wirehouse, National/Regional Broker Dealers, and Independent Broker Dealers. You will be responsible for territory production in partnership with the external wholesaler, penetration rates, and diversity of products sold through third-party distributors. You will have a strong desire to broaden financial wellness and education to communities throughout the country.
The Team
We have assembled a team of industry leading professionals making up our internal sales, key account management, advanced sales, and sales enablement & marketing teams. The team has a track record of focusing on the customer, collaboration and achieving sales results. The team is entrepreneurial in spirit and doesn’t back away from a challenge.
The Minimum Qualifications
- Bachelor’s Degree or 4 years work experience in the insurance or financial services industry
- 2 years' working experience; inclusive of at least 1 years' experience with annuity or investment solutions in the insurance/financial services industry and/or within financial institutions (banks, credit unions, wires, broker dealers)
- FINRA Series 6 at time of application or must obtain within 180 days of hire
- State Securities License Series 63 license at time of application or must obtain within 180 days of hire
- State Life & Health License at time of application or must obtain within 180 days of hire
Salary : $80,000 - $96,000
