Licensed Investment Representative

  • location: Addison, TX
  • type: Temporary
  • salary: $28 - $28.85 per hour
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job description

Licensed Investment Representative

For immediate consideration please send your resume to Jasmine.King@randstadusa.com

Candidates must have current and not expired Series 7 & 63/66 or Series 6 & 63/66. The Series 66 can be in place of the 63.

Pay Rate: 28.85
Duration: 1 year

Responsibilities:
Receives service requests for mutual fund, brokerage or college savings plan products from members through various member contact channels.
Fulfills the member's request through appropriate channel.
Applies foundational relationship building and referral skills by seeking opportunities to build, deepen, and retain the member relationship through multi-company products or services.
Asks questions to discover key information and life events and to understand the member???s need, and documents relevant information.
Recognizes verbal and/or written cues and potential opportunities to meet member needs through a product or service.
Encourages member to take action to address needs and opportunities.
Supports enterprise business goals through the achievement of individual referral and product acquisition goals.

Working hours: 7:30 AM - 8:00 PM

Skills:
Encourages members to take action to address needs and opportunities.

Qualifications:
For immediate consideration please send your resume to Jasmine.King@randstadusa.com

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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