Investment Representative in San Antonio, TX at APEX Systems

Date Posted: 7/18/2018

Job Snapshot

Job Description

Job #:  850691

 

One of Apex Systems' leading Insurance industry clients is looking for an experienced Investment Representative to join their team. If interested, please send your resume to Audrey at acevallos@apexsystems.com

Duties:

Processes investment transactions per the member’s request and seek to identify product gaps and solutions during the phone call.  The investment representative will also handle tax/statement inquiries from our members.  Once additional opportunities or a need for advice is identified the investment representative would transfer the member for additional discussion.  It is our expectation to provide an exceptional member experience every time we come in contact with our members.  Under limited supervision, performs moderately complex work assignments and problem resolutions.

 

Technical Requirements:

 

Supplier resources will possess the following skills / experience / background:

  • FINRA Series 7 & 63.
  • Excellent written and verbal communication skills.

 

General Requirements:

  • All Services shall be performed at USAA facilities.
  • All Services shall be completed in accordance with the Agreement as well as the prescribed USAA plans, processes, procedures, specifications and guidelines as may be identified in this JOB DESCRIPTION or as otherwise directed by USAA.

 

 

 

 

 

 

 

 

 

 

EEO Employer

Apex is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at employeeservices@apexsystemsinc.com or 844-463-6178.

CHECK OUT OUR SIMILAR JOBS

  1. Sales Jobs
  2. Financial Advisor Jobs