• Bachelor's Degree
• Minimum 3 years relevant Financial Services experience
• FINRA Series 7
• FINRA Series 63 (N/A if FINRA 65 is met)
• FINRA Series 65 or 66
• State Insurance License
• Microsoft Office Suite
• Adobe Software
• Professionalism
• Professional Demeanor
• Professional, business and personal ethics
• Solution-oriented
• Flexibility
• Independence
• Proactive
• Initiative
• Organizational skills / Time-management
• Responsibility
• Technical Leadership
• Ability to work on multiple projects at one time
• Detail-oriented
• Goal-oriented
• Deadline-driven
• Passion for learning
• Teamwork
• Skills in: Sales, Services, Operations & Administrative areas
• Office management
• Critical thinking
• Emotional intelligence
• Multi-tasking
• Ability to handle projects of varying scope
• Advanced math
• Analytical
• Conflict resolution
• Customer service
• Decision making
• Influence and negotiation
• Interpersonal
• Leadership
• Mathematical reasoning
• Phone etiquette
• Problem-solving
• Reading
• Verbal communication etiquette
• Written communication etiquette

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