State Licensed National Advisor Consultant
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for a National Advisor Consultant.
Key Responsibilities
Provides continuous inbound marketing support and sales assistance
to brokers and producers
Maintains and expands existing fund business by encouraging repeat
sales and cross-selling products
Generates producer prospect referrals and maintains effective
communication with internal teams
Required Qualifications
Bachelor's degree or equivalent
Series 7 and state securities agent registration (S63 or S66) or
the ability to obtain within a defined period
Excellent organizational and interpersonal skills
Commitment to maintaining accuracy and detail
Keywords: VirtualVocations, Upland , State Licensed National Advisor Consultant, Professions , Vista, California
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