Cetera

Requires 5+ years related work experience within financial services within a sales environment, FINRA Series 7, 65 or 66 licenses, negotiation and creating compelling value propositions for prospective clients, effective communication and presentation techniques, working knowledge of Salesforce and Excel, understanding of the sales process and relevant metrics, strong knowledge of the Financial Services industry

5-8 years experience in financial services, FINRA Series 7, 65 or 66 licenses, and effective communication skills

10+ years of sales management experience, Bachelor’s degree, ability to travel 50%

Effective communication and presentation techniques, Strong working knowledge of Word, Excel, PowerPoint, Salesforce, and Outlook, Understanding of sales techniques, Demonstrated ability to organize, plan, and prioritize a variety of assignments

7–10 years of sales management experience, 10+ years of insurance sales experience, active Life and Health Insurance license

High school diploma or GED, experience in an administrative or customer service role, strong time management skills, excellent written and verbal communication skills

3-5 years experience preparing tax returns, CPA/EA license preferred, strong analytical skills and communication

5+ years in Financial Services experience. 3+ years as a planning based advisor. FINRA Series 65 license or 7 & 66 is preferred

High School diploma or equivalent, 5+ years of Service, Relationship and/or Sales Experience, SIE and Series 6 Licenses, and Series 7 and series 63 (63/65 combo) preferred

High school diploma, experience in admin or customer service, strong time management, and excellent communication skills