Full job description

Job Overview
We are seeking a detail-oriented Licensed Sales Assistant to support our financial advisors in delivering investment and insurance solutions. This role involves client service, account administration, and sales support, including preparing proposals, processing applications, and maintaining compliance with industry regulations.

The ideal candidate MUST hold an active Life & Health Insurance license and Securities licenses (Series 7 and Series 65 or 66). Strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment are essential. Experience with financial products, client relationship management, and administrative support is preferred.