Concourse Financial Group Distributors has an exciting sales opportunity in the financial services industry as an External Point of Sale Life Wholesaler working with Edward Jones Financial Advisors. We currently have an opening covering the Southern California and Southern Nevada territory. These are field positions and RVP's are required to live in the territory they manage.
Responsibilities:
- Point of sale activities with Edward Jones Financial Advisors and their clients
- Participation in and lead public seminars
- Provide client solutions and sales support to Edward Jones branch offices
- Responsible for territorial routing, scheduling priorities, production projections, production goals, and managing expense budget.
- Develop and maintain a positive working relationship with the FA’s, Regional Leadership, and Branch office Administrators.
- Business analysis and development of territorial sales plans to achieve new business objectives on a profitable basis
- Strong desire to be successful
Want more jobs like this?
Get Business Operations jobs delivered to your inbox every week.
Qualifications:
- Ability to work in a strong team environment
- Well-developed organizational skills and the ability to successfully manage multiple issues.
- Attention to detail and quality of service in all aspects of relationship management
- Excellent customer service skills. Ability to quickly identify and respond to internal and external customer needs
- Promptly resolves internal and external customer problems with an ability to overcome obstacles in general
- A strong sense of urgency and a desire to succeed
- State Life & Health license required
- Series 6 & 63 license required
This position is a Virtual position subject to our virtual workplace standards
This position includes cash compensation as a part of a sales incentive plan (SIP).