Base: $85,000 to $97,600; bonus: quarterly perform...
Remote
Fluency in english and spanish
Series 65 or series 66 securities license
Consultative sales experience
The role involves making outbound client calls to provide personalized financial advice and build long-term relationships based on respect and integrity
Job Summary
The role involves making outbound client calls to provide personalized financial advice and build long-term relationships based on respect and integrity.
Candidates must possess a Series 65 or Series 66 license and demonstrate fluency in both English and Spanish to serve the bilingual client base.
The position offers a competitive total compensation range of $85,000 to $97,600 with eligibility for quarterly performance-based sales bonuses.
Matching Summary
Match Score: 85
The role involves making outbound client calls to provide personalized financial advice and build long-term relationships based on respect and integrity.