A company is looking for an Operations Specialist who will support sales, marketing, operational, and recruiting functions.
Key Responsibilities
Collaborate on marketing strategies for recruitment and retention of Financial Professionals
Manage and optimize LinkedIn profiles and content to enhance visibility and engagement
Provide operational support including new business processing and relationship management with various stakeholders
Required Qualifications
H.S. Diploma or equivalent required
3-5 years of insurance / securities or relevant experience required
FINRA Series 6 and Series 7 licenses preferred
Strong understanding of insurance and securities products
Familiarity with digital marketing platforms, especially LinkedIn
Operation Specialist • Fremont, California, United States