Job Summary

• Partner closely with financial professionals and our external sales team to grow business, deliver tailored solutions, and drive results across an assigned territory.
• Make proactive daily outreach to Financial Professionals to uncover needs, position product solutions, and support practice management.
• We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.

Matching Summary

Salary

Base: $56,000.00 - $84,000.00; Bonus/Equity: Sales Incentives possible; Benefits: Medical/dental/vision, life insurance, disability, PTO, 401(k) match, pension plan

Skills & Requirements

Key Requirements

• FINRA Series 6 & 63 licenses
• Three years of sales experience
• Undergraduate degree

Work Rights