Position Details
About this role
This role involves building relationships with financial advisors, supporting annuities sales, and providing product information via phone in a hybrid work setting. It requires licensing and strong communication skills.
Key Responsibilities
- Developing product understanding
- Supporting sales and illustrations
- Building advisor relationships
- Responding to inquiries
- Improving organizational processes
Technical Overview
N/A
Ideal Candidate
The ideal candidate is an entry-level or early-career sales professional with a strong interest in financial services and insurance products, particularly annuities. They possess excellent communication skills, relationship management abilities, and are eager to develop their licensing credentials within a supportive, hybrid work environment.
Must-Have Skills
Nice-to-Have Skills
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Industry & Role
Clearance & Visa
Keywords for Your Resume
Deal Breakers
Lack of required FINRA licenses, No relevant sales or customer service experience, Unwillingness to obtain licenses within 120 days, Inability to work in hybrid environment
Get matched to jobs like this
Luna finds roles that fit your skills and career goals — no endless scrolling required.
Create a Free Profile