ApplyWealth Financial Advisor - Orlando, FL
Posted about 15 hours agoViewed
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💎 Seniority level: Senior, 7+ years
📍 Location: United States
🔍 Industry: Financial Planning
🏢 Company: CorebridgeFinancial
🗣️ Languages: English
⏳ Experience: 7+ years
🪄 Skills: SalesforceClient relationship managementSales experienceLead GenerationFinancial analysis
Requirements:
- NASD Series 7
- Series 65 or 66
- State Variable, Life & Health License
- Seven plus years of industry experience
Responsibilities:
- Build client and asset acquisition through referrals, prospecting, seminars, and networking
- Utilize financial planning tools to better understand clients’ needs
- Continually exceed sales expectations
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