New York Licensed Financial Professional
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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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, Altadena , New York Licensed Financial Professional, Accounting, Auditing , Vista, California
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here to apply!
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