About this role
Retirement Sales / Financial Advisor at Lawley. Location: Mahopac or Shelton or Stamford or Norwalk or North Haven or Darien or Purchase. Role: prospect sales, develop relationships, conduct reviews Requirements: 5+ years in sales and business development; licenses Series 6/65 or Series 7/66 plus Life and Health; group and individual education experience; Bachelor's degree preferred; proficient with MS Office and Salesforce. Category: Sales Seniority: Mid Level Tools: Microsoft Office, Salesforce Certifications: series 6, series 65, series 7, series 66, life and health Commitment: Full Time Workplace: Hybrid Languages: English