Financial Specialist

Company Name:
Koch Davis
As a financial specialist you will have a unique opportunity to demonstrate company brand promise by making it easy for customers to achieve their financial goals with confidence. You will guide customers to the channels best suited for them, deepen the overall relationships, and grow revenue by increasing share of wallet with targeted customers. You will be a key resource to enable financial advisors to focus on customers with greater wealth and investment needs. You will support a branch within the region, and will be a sales leader for the company. You will establish and develop strong partnerships throughout the entire retail network including all areas of business. To accomplish this, it will be necessary to provide exceptional day-to-day sales and service leadership and communication to your branch team and business partners
Minimum of 2 years experience in the brokerage business, investor call center, insurance call center, retail banking, or other financial services. Must have demonstrated experience in consultative sales and developing customer relationships. FINRA series 7, 66 (or 63 & 65), and state life and health licenses required.
Bachelor degree in business or related field or equivalent.
This company provides financial services in the United States.

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