Investment Sales and Solutions Representative - Westlake, TX - (Dallas, TX)

Investment Sales and Solutions Representative - Westlake, TX We believe as an individual, your daring spirit keeps you razor sharp. As a team player, your reliability makes you impressive. The Ability We Are Looking For A college diploma (preferred) Sales acumen with validated background consulting with customers or clients Effective phone and e-mail communication abilities Comprehensive understanding of the financial services market, economy and industry trends FINRA Series seven essential. 63 or 66 preferred The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson - you'll become a trusted partner for your customers and colleagues alike.