Outbound Associate with Series Licenses - Gilbert Arizona

Company: VirtualVocations
Location: Gilbert, Arizona
Posted On: 02/05/2025

A company is looking for an Outbound Associate to engage with prospective clients regarding wealth management services.



Key Responsibilities

Conduct outbound and inbound phone sales to generate interest in financial services
Schedule virtual meetings between prospective clients and Financial Advisors
Troubleshoot user issues with the Financial Dashboard and communicate with the technical support team


Required Qualifications

Knowledge of investment products and services
Proven ability to maintain compliance with regulatory policies and procedures
Possess a clean U4 record
Investment advisory sales experience, including proactive outbound calling
Series 7, 63, 65, and 66 licensure is a plus More...

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