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Senior IAR Associate Representative

Company: VirtualVocations
Location: Anchorage
Posted on: September 15, 2023

Job Description:

A company is looking for a Senior IAR Associate Representative.
Key Responsibilities:

Deliver advice and provide solutions to customers by phone or video chat
Educate and provide advice and guidance on investment, advisory, insurance, and annuity products
Nurture customer relationships and close leads through a strong lead management system

Required Qualifications:

Bachelor's degree in Finance, Marketing, Operations, or equivalent work experience
3-5 years of experience in the financial services industry
Financial knowledge and product expertise in insurance, annuities, and investments
Series 7 and 63 Life/Health required, 65 or 66 required or obtained within 90 days after hire
Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) preferred

Keywords: VirtualVocations, Anchorage , Senior IAR Associate Representative, Accounting, Auditing , Anchorage, Alaska

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