You haven't searched anything yet.
POSITION SUMMARY
Internal Sales associate focused on financial advisor outreach, coordinated sales efforts, and system updates. Contact financial advisor offices to schedule introductory or due diligence meetings. Research financial firms and use sales data analytics for targeted sales efforts. Update the internal CRM system for accuracy and efficiency. Assist the National Sales Manager in representing Praxis at sales conferences and meetings.
The National Sales Associate is intended as a training role for the position of National Sales Consultant, with relevant securities licensure to be achieved within six to twelve months of employment.
RESPONSIBILITIES AND DUTIES
QUALIFICATIONS
Education:
Bachelor's degree required
Experience:
License(s):
Skills and Abilities:
SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time
Full Time
$112k-154k (estimate)
05/16/2024
06/02/2024
everence.com
KALONA, IA
200 - 500
1945
JUDY MARTIN GODSHALK
$5M - $10M
Investment Management
Founded in 1945, Everence is a Christian-based, member-owned organization that helps individuals, organizations and congregations integrate finances with faith through a national team of advisors and representatives. Everence currently has over offices located all across the country. Our services include: Annuities Asset management Banking Charitable giving Community benefits Financial planning Insurance Investments Medicare supplement insurance Retirement planning Stewardship education Trust services Specialties Financial Advisors, Credit Union, Insurance, Retirement, Charitable G ...
iving, Stewardship
More
Show Less