Series 65 Licensed Business Development Executive
Company: VirtualVocations
Location: Brooklyn
Posted on: February 1, 2025
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Job Description:
A company is looking for a CRS Business Development Executive to
drive business results by developing client relationships and
providing retirement service solutions.
Key Responsibilities
Develop, manage, and expand client relationships through referrals
and new business development activities
Advise clients on retirement services, including asset allocation
and investment management
Support business development efforts through events, campaigns, and
client onboarding
Required Qualifications, Training, and Education
Bachelor's Degree or at least five years of retirement services
experience
1 to 2 years of experience in the financial services industry
Professional designations such as AIF, QKA, or CIMA are
desirable
Series 65 license is necessary or ability to earn within 90 days of
employment
Proficiency with Microsoft Office Suite and Salesforce
Keywords: VirtualVocations, East Orange , Series 65 Licensed Business Development Executive, Other , Brooklyn, New Jersey
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