Licensed Client Engagement Specialist

A company is looking for a Licensed Client Engagement Specialist.

Key Responsibilities

Manage inbound and outbound calls with clients, addressing inquiries related to financial planning and insurance coverage

Initiate calls and emails to manage the client pipeline and respond to marketing campaigns

Collaborate with team members to achieve workflow objectives and maintain subject matter expertise in products and services

Required Qualifications

High school diploma or equivalent; post-secondary education preferred

3+ years of sales experience, preferably in the financial services industry

Ability to quickly learn complex program and product knowledge

FINRA Series 6 / 63 and Life and Health licenses required or to be obtained within 90 days of hire

Flexibility to work a full-time schedule between 9 : 30 a.m. and 6 : 00 p.m. CENTRAL, Monday through Friday