Investment Representative

Brief Summary

                            
Investment Rep - Licensed

 

Objective: 

·         Deliver on sales goals by uncovering additional client needs and deepening existing relationships

·         Build and retain deep relationships with investors / clients / members

·         Educate potential and existing members/clients about investment products and services

·         Deliver best-in-class guidance and service to members/clients

·         Serve more investors/members, acquire new members and meeting more member needs

·         Maintain current knowledge of Victory products, policies and services while keeping abreast of financial markets and regulations

 

Required Skills:

·         Series 7

·         Series 63 and 65, or 66

·         Proven ability to meet and exceed Sales goals

·         Ability to adapt and seek solutions for members/clients in a fast-paced environment

·         Deep knowledge of the financial products and services

·         Demonstrated passion and interest in financial markets

·         Excellent sales and service skills

·         Excellent verbal and written communication skills

·         Focus on member/client satisfaction

 

Preferred Skills:

•          Previous investment or brokerage Sales experience

•          3+ years of financial industry experience

 

Qualifications

2-3 years: Investment or brokerage sales experience

 

Licenses & Certifications

Required

Series 65

Series 63

Series 7