Series 65 Licensed Business Development Executive - Huntington West Virginia

Company: VirtualVocations
Location: Huntington, West Virginia
Posted On: 01/22/2025

A company is looking for a CRS Business Development Executive to drive business results by developing client relationships and providing retirement service solutions.



Key Responsibilities

Develop, manage, and expand client relationships through referrals and new business development activities
Advise clients on retirement services, including asset allocation and investment management
Support business development efforts through events, campaigns, and client onboarding


Required Qualifications, Training, and Education

Bachelor's Degree or at least five years of retirement services experience
1 to 2 years of experience in the financial services industry
Professional designations such as AIF, QKA, or CIMA are desirable
Series 65 license is necessary or ability to earn within 90 days of employment
Proficiency with Microsoft Office Suite and Salesforce More...

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