Position Details
About this role
This role involves supporting the sales team in the financial services industry by making outbound calls, prospecting, and assisting advisors. It offers an entry point into a career with opportunities for licensing and growth.
Key Responsibilities
- Assist advisors with outbound prospecting
- Make calls to advisors
- Support sales campaigns
- Provide support to interns
- Shadow internal wholesalers
Technical Overview
The position requires familiarity with Outlook, Microsoft Office, Salesforce, and understanding of FINRA licensing requirements. No advanced technical skills are necessary.
Ideal Candidate
The ideal candidate is an entry-level professional interested in starting a career in financial services, with strong communication and relationship-building skills, willing to obtain necessary FINRA licenses within 90 days.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Industry & Role
Clearance & Visa
Keywords for Your Resume
Deal Breakers
Unwilling to obtain FINRA licenses, Lack of communication skills, No interest in financial products
Get matched to jobs like this
Luna finds roles that fit your skills and career goals — no endless scrolling required.
Create a Free Profile