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Sales Specialist

Details

Country: USA
Location: AZ Phoenix
Total applied: 40
Job ID Y40z001
Position Type Full-Time Employee
Company Name Charles Schwab & Co., Inc.
Location San Francisco, CA; Phoenix, AZ
Salary Unspecified
Experience 2-5 Years Experience

Sales Specialist

Description:

Overview

CSIS Sales Specialists work with the Financial Counselors and Schwab Institutional advisors to provide insurance licensed sales support and annuity expertise needed to close annuity sales. This Sales Specialist position will be at a Grade Level of 55 or 56 and can be filled in, either, San Francisco or Phoenix.

Description

The Sales Specialist's role is one of an experienced Insurance licensed Series 7 sales person. This person should be highly knowledgeable in the world of annuity products and general investment concepts. The role provides annuity/ business development support to the field, retail clients, and Schwab advisors. In addition the sales specialist is directly responsible for achieving annuity sales targets through proactive outbound business development.

Requirements

Series 7, State Insurance license and ability to use computer systems including , MARS, EXCEL and other Schwab propriety systems.

Key Factors for Success
Good time management skills
Well developed sales skills
Extensive knowledge of annuity products Requirements: Relocation Offered? No Work Schedule Days Languages English - written, English - spoken Current Licenses / Certifications NASD Series 7 Relevant Work Experience Business Development and Sales-2-5 yrs Position Located In CA - San Francisco, AZ - Phoenix Education BA/BS Job Type Full Time

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