Outbound Associate

2 weeks ago


Akron OH United States VirtualVocations Full time
A company is looking for an Outbound Associate.

Key Responsibilities:

Conduct outbound and inbound phone sales
Generate interest in wealth management services with prospective clients
Interact with Financial Advisors and troubleshoot issues with the Financial Dashboard

Required Qualifications:

Maintain appropriate policies & procedures for regulatory requirements
Knowledge of investment products and services
Possess a clean U4 record
Operational, organizational, and follow-up skills
Proven investment advisory sales skills

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