Bank Of America Personal Retirement Sales Desk Specialist - Annuities -IRA 

United States, Florida, Jacksonville 

155487650

Provide advice and guidance to FAs for the personal retirement suite of products. This includes proactive outreach and reactive sales support. Role partners with FA and Retirement Specialist to cover an assigned territory. The role provides education as well as advice and guidance on meeting clients needs for retirement solutions, and also includes a focus on generating new client opportunities and assisting in the revenue development of the territory.

Required Qualifications

• FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 registrations
• Variable Annuity Insurance licensing (or ability to obtain within Compliance deadline)​
• 2-5+ Years experience in the financial industry

• 2+ Years experience working directly with product wholesalers and financial advisors
• 2+ Years experience with retirement and 529 products
• Experience conducting presentations
• Experience meeting sales objectives and performing under pressure of meeting deadlines in a high-volume environment
• Understanding of Social Security and Medicare
• Experience selling complex financial products
• Excellent written skills, verbal communication and organizational abilities
• Highly self-motivated
• Ability to work independently and in a team environment

Desired Qualifications:

• Bachelor’s Degree in Business or related field strongly preferred
• Experience using WebEx
• Experience using Salesforce

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Relationship Building
• Collaboration
• Presentation Skills
• Prospecting
• Referral Management
• Wealth Planning
• Referral Identification

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)