Personal Lines CSR/Sales

Large financial services firm in downtown Boston is presently seeking several individuals to join their team. These individuals will utilize knowledge of mutual fund products and the financial industry to develop and maintain relationships with Intermediaries in the Broker Dealer, Bank or Financial Planner channels within a defined territory through sales desk activities. Assist designated Wholesaler's sales goals within an assigned territory. Assist in the development and implementation of business plans for the territory. Assist in meeting client needs and the efforts to meet those needs with Wholesaler. Work closely with Marketing for campaigns. Typically has a minimum of two years experience in the financial services industry.

Must" have these skills to be minimally qualified.

Two years (minimum) industry experience
Series 7, 6, 63, or applicable licenses
College education or equivalent work experience (MBA is a plus)
Proven track record
Market proficiency
Goal and team oriented
Self motivated
Outstanding communications skills
Superior relationship building skills
Positive attitude
Strong work ethic
Computer literate
Investment knowledge
Sales ability


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REQUIREMENTS
Please see Job Description