Senior Analyst Retirement Solutions
Company: VirtualVocations
Location: Huntington Beach
Posted on: November 8, 2024
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Job Description:
A company is looking for a Senior Analyst, Retirement Solutions
Sales & Service.
Key Responsibilities:
Provide service and sales support to financial professionals and
customers, addressing complex inquiries
Maintain up-to-date records of interactions and ensure compliance
with regulatory requirements
Analyze customer needs and offer consultative expertise to uncover
sales opportunities
Required Qualifications, Training, and Education:
Undergraduate degree in finance, business administration,
insurance, economics, or communications preferred
Four years of experience in customer service or sales-related
roles
Series 6 license required at the time of application
Additional industry designations such as ChFC or CLU are
desirable
Must acquire required federal and/or state licenses/registrations
within designated time frames
Keywords: VirtualVocations, Upland , Senior Analyst Retirement Solutions, Accounting, Auditing , Huntington Beach, California
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