FINRA Licensed Sales Representative
Posted yesterday
virtual vocationsDenver (CO)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelInsurance Agencies and Brokerages
SENIORITY
Junior
About the role
Providing exceptional customer service, the full-time temporary FINRA Licensed Sales Representative will manage incoming calls from investment professionals and plan sponsors, interpreting product details and regulatory requirements while working remotely.
Key responsibilities
Respond to incoming calls regarding various insurance products and services, providing consultative expertise
Document conversations and maintain records to enhance member relationships and ensure compliance with FINRA regulations
Educate customers on tax implications and benefits related to their plans and contracts
Required qualifications
Associate's Degree in finance, business administration, insurance, economics, or communications
Minimum of one year of experience in customer service or sales-related occupations
Knowledge of insurance products and the sales process, including relevant state and local laws
Preferred certifications include FINRA Series 6 and/or 26 licenses
Proficiency with computers and common office software
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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