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Job Description: We have a new and exciting opportunity for a Remote Licensed Investment Solutions Representative in the Greater Metro Houston area! The position is remote and requires that you reside in the Greater Houston, Texas area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.
The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson - you'll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions
The Value You Deliver
Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.
Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads
Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry
The Expertise We're Looking For
Previous success in customer consultation or sales, preferably in financial services
Comprehensive understanding of financial services markets, the economy and of industry trends
FINRA Series 7 license required
Series 63 and 65 or 66 licensed OR ability to acquire upon hire
Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
Results-oriented and comfortable working independently