FINRA Series 6 and 63 Licensed Analyst

Key Responsibilities: Initiates contacts with business partners to build relationships and identify needs for tailored product solutions Develops strategic partnerships to meet performance requirements and supports business consultations and product updates Engages with external sales teams to consult on business growth and retention strategies for clients

Required Qualifications: FINRA Series 6 and Series 63 licenses required, with Series 63 to be obtained within 120 days of hire Undergraduate degree in human ecology, business, finance, communications, marketing, or related field preferred Minimum of one year of experience in a sales-driven position, preferably in a sales or service call center environment Fundamental knowledge of insurance and financial products, with experience in consultative sales processes preferred Ability to balance multiple priorities and demonstrate strong relationship-building skills