PlanMember Services Representative
Company: PlanMember Financial Corporation
Location: Carpinteria
Posted on: January 22, 2023
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Job Description:
If you have an interest in finance, this is an excellent
opportunity to head start a career in the Financial Services
Industry. While going through a unique training program and
obtaining your FINRA licenses, you would be playing the vital role
of providing service to our existing clients and advisors. No cold
calls required!
During this minimum 24-month program, Representatives will
participate in the Securities Industry Training ("SIT") program
which will prepare them for routine job duties and for passing
required licensure exams. Representatives will have the opportunity
to advance through several Tiers (Positions) during their tenure in
the SIT program and will be required to secure FINRA Series 6, 63
and 7 Licenses according to a pre-set schedule. Based on
proficiencies achieved (Knowledge and Service) Representatives may
have the opportunity to secure additional FINRA Licenses such as
the Series 65 and/or Series 24.
Tier I: PlanMember Client Service RepresentativeObtain FINRA Series
6 license within 4 months of hire & FINRA Series 63 within 6 months
of hire.After successful completion of the SIT program, properly
answer incoming calls from PlanMember's Clients and process
transactions and provide information that relate to client accounts
such as:
Keywords: PlanMember Financial Corporation, Santa Barbara , PlanMember Services Representative, Sales , Carpinteria, California
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here to apply!
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