Advisory Services Segment Manager
Company: VirtualVocations
Location: Fort Myers
Posted on: September 15, 2023
|
|
|
Job Description:
A company is looking for an Advisory Services Segment
Manager.
Key Responsibilities:
Serve as the primary contact for the participant advisory services
program and its distribution to assigned business segments
Lead the expansion of investment advice and managed account
services to in-force across assigned market segments
Work closely with the Sales Director - Advisory Services to execute
on cross sales opportunities for in-force clients
Required Qualifications:
Degree in business, finance or similar field
Advisory services operational experience
FINRA Series 65 registration required within corporate-established
timelines
Management experience preferred
Ability to maintain a positive approach despite challenges,
constraints, and/or customer emotions
Keywords: VirtualVocations, Fort Myers , Advisory Services Segment Manager, Executive , Fort Myers, Florida
|
Click
here to apply!
|
