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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in pipeline management, participant outreach, and documentation quality while providing logistical support for on-campus events. Holds necessary financial services registrations and licenses to ensure compliance and effective client relationship management.
Highest-signal resume keywords
Pipeline ManagementParticipant OutreachDocumentation QualityLife And Health Insurance LicenseClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Money MovementAnalysisRetirement PlanningBusiness DevelopmentNegotiationProblem Solving
Certifications & Qualifications
Series 6 RegistrationSeries 7 RegistrationSeries 63 Registration
Industry Keywords
Financial ServicesOn-Campus EventsLogistical SupportCoaching Activities
About the role
Key responsibilities & impact- Assess pipeline quality against role targets and recommend focus areas to drive performance
- Contact participants to schedule appointments and follow up on money movement activities
- Monitor documentation quality and inform coaching activities
- Prioritize support for on-campus counseling, benefit fairs, and presentations
- Attend on-campus events as needed
- Coordinate activities for new hires moving into production
- Provide logistical support for on-campus events, including materials, marketing kits, giveaways, documentation, and attendance tracking
Requirements
What you’ll need- University (Degree) Preferred
- No experience required
- Series 6 or 7 and Series 63 registrations indicated
- Life and Health Insurance License (Multi-state) required within 120 days
- 2+ years of experience in financial services preferred
- Ability to perform sedentary work
- Skills in pipeline management, participant outreach, money movement, documentation quality, analysis, retirement planning, client relationship management, business development, negotiation, and problem solving
Benefits
Comp & perks- Comprehensive Total Rewards package
- Superior retirement program
- Competitive health, wellness, and work life offerings
- Financial, physical, emotional, and financial well-being support
- Learning experiences and development pathways