... ** Two years' experience working in the financial service industry and/or a sales environment where goals ... generation Experience balancing investment management, sales activities, and new client development ...

... solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor’s degree or ...

... demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM ...