FINRA Licensed Investor Sales Associate
Company: VirtualVocations
Location: Eugene
Posted on: March 31, 2025
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Job Description:
A company is looking for an Investor Sales Associate.
Key Responsibilities
Seek new sales through inbound leads and outbound outreach while
developing client relationships
Maintain in-depth product knowledge to explain financial concepts
clearly to clients
Conduct financial assessments and provide tailored solutions to
clients, ensuring compliance with industry regulations
Required Qualifications
Bachelor's degree in Finance, Business, Economics, or related field
(preferred)
Active FINRA Series 7 and 63/66 or Series 82 and 63/66
4+ years' experience selling financial services to individual
investors
Proven track record in sales within the financial services
industry
Strong understanding of financial products, markets, and investment
strategies
Keywords: VirtualVocations, Eugene , FINRA Licensed Investor Sales Associate, Sales , Eugene, Oregon
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