Investment Ops

San Antonio

Brief Summary

Investment Ops - Non-Licensed
·         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
2-3 years: Investment or brokerage sales experience