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New York Licensed Financial Professional

Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025

Job Description:

A company is looking for a Salaried Financial Professional in a remote role.
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 and answer client questions regarding existing products

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, Los Angeles , New York Licensed Financial Professional, Accounting, Auditing , Vista, California

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