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Job Description
- Req#: R-031178
Employer Industry: Financial Services
Why Consider this Job Opportunity:
- Competitive pay up to $70,000.00 per year
- Opportunity for career advancement and growth within the organization
- Work remotely supporting Pennsylvania State Employees Credit Union
- Comprehensive benefits package including health benefits, 401K matching, and employee stock options
- Supportive and collaborative work environment
- Opportunity to make a real impact and help clients achieve their financial goals
What to Expect (Job Responsibilities):
- Utilize a consultative, holistic approach and sales process to provide comprehensive financial solutions to clients
- Deliver needs-based financial solutions by offering a range of investment/insurance solutions
- Employ ethical business practices to ensure compliance with regulatory requirements
- Provide a high-quality customer service experience during each interaction
- Build strong relationships with retail branch staff and support their referral efforts
What is Required (Qualifications):
- High school diploma or equivalent (Bachelor's Degree preferred)
- Minimum of two (2) years investment sales experience
- Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (If required by the state of hire)
- Proficiency in Microsoft Office product suite
- Strong self-motivation and ability to work independently
How to Stand Out (Preferred Qualifications):
- Demonstrated ability to sell products and services to investment clients
- Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space
- Excellent knowledge of investment/insurance products and financial planning
#FinancialServices #RemoteWorkOpportunity #CareerAdvancement #CompetitivePay #ClientExperience
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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.About the company
LPL Financial Holdings Inc was founded in 1968 and is considered the largest independent broker-dealer in the United States.
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