Senior Virtual Sales Leader - 401(k) & Retirement Plans
CFA Institute
A leading financial services firm in Dallas seeks a Senior Small Market Virtual Sales Specialist to drive new business relationships and retain client assets in the Retirement Plan landscape. This role involves extensive electronic communication and limited field sales, requiring strategic sales planning, effective relationship management, and compliance with regulatory licensing. Candidates should possess an undergraduate degree, with a preference for a Master's degree or CFA, and have 3-5 years of financial services experience, particularly in institutional sales. #J-18808-Ljbffr CFA Institute
Vacancy posted 4 days ago
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