About this role
Centralized Financial Advisor at Desert Financial. Location: Phoenix, Arizona, United States. Role: engaging clients, generating opportunities, documenting activity Requirements: High school diploma required; 2+ years financial industry and client service experience; Series 7 and Series 66 (or 63 & 65), AZ Life/Health insurance required; phone sales experience and strong communication skills. Category: Sales Seniority: Entry Level Tools: Microsoft Access, Microsoft Excel, Microsoft Word Certifications: series 7, series 66, series 63, series 65, az life/health insurance Commitment: Full Time Workplace: Remote Languages: English