Investment Specialist
Futurity First Insurance Group, Inc. - Rocky Hill, CT

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This position is responsible for the development of registered product business in the branch office. This is accomplished through personal production and the recruitment of other registered reps.

Primary Responsibilities
  • Assist the branch manager in the recruitment of registered reps
  • Train and develop other registered reps in the office in registered product sales
  • Facilitate cross-selling with existing agents
  • Supervise all local reps for all securities activities
  • Responsible for personal production of $80,000 GDC

  • Series 6, 63, and State Life and Health Insurance required
  • Series 24 or 26 within 60 days of hire. Additional financial certifications are desirable
  • Demonstrated leadership success and 2+ years financial service sales/support experience recruiting, developing and coaching advisors
  • Demonstrated sales success in financial services industry
  • BA or BS and professionals designation CFP, CLU, ChFC preferred
  • Minimum proven production of $100,000 in GDC from investment products

Personal Attributes
  • Strong proactive sales, interpersonal, communication and organizational skills
  • Strong technical knowledge of the industry
  • Strong presentation and seminar selling skills

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Futurity First Insurance Group, Inc. - 2 years ago - save job