Securities and Insurance Associate

Job Summary

A company is looking for an Associate to provide financial and non-financial support to financial advisors.

Key Responsibilities

• Assist financial representatives in developing and implementing business and marketing plans
• Conduct research and gather information for suitable securities product recommendations
• Facilitate product-specific seminars and workshops for members/customers

Required Qualifications

• Must be securities registered (series 7 & 66 or 6 & 63) or willing to obtain within 120 days of hire
• Insurance licensed/appointed for the sale of life/health and variable products
• 2+ years of demonstrated customer service experience preferred
• Ability to handle multiple tasks while maintaining quality of work
• Basic understanding of financial products and services offered by the organization