Primary Responsibilities:

• Make proactive outbound sales calls to:
  • Recruit financial advisors
  • Train financial advisors on product solutions and marketing programs
  • Grow the financial advisor's practice
• Respond to inbound calls regarding product solutions

• Meet call activity expectations and monthly sales goals set forth by management
• Participate in continuous training
• Self-develop with industry and product knowledge to remain current with trends and products

• Keep abreast of the competition and changes in the economy and financial markets

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.