Investment Representative
San AntonioBrief 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