Strategic Wealth Advisor: Investments & Insurance
Jobtailor
Jobtailor in Frisco, TX seeks an investment sales representative to serve credit union branches, delivering NDIPs and advisory solutions. You will tailor financial plans and insurance options for clients, coordinating with branch staff to foster trust and long-term relationships. The role emphasizes a consultative sales approach, regulatory compliance, and performance against sales targets, with opportunities to grow within a financial institution-focused environment. #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
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