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New York Licensed Financial Professional

Company: VirtualVocations
Location: Fresno
Posted on: February 22, 2025

Job Description:

A company is looking for a Salaried Financial Professional on the Premier Team.



Key Responsibilities

Establish relationships with clients by delivering value through proactive communication
Provide a single point of contact for client needs and assist in transactions
Identify new opportunities in partnership with clients


Required Qualifications

Bachelor's degree or equivalent relevant industry experience
FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
6-8 years of sales experience

Keywords: VirtualVocations, Fresno , New York Licensed Financial Professional, Accounting, Auditing , Fresno, California

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