Retirement, Estate, Marketing ? Sr Analyst - (US-CA-Newport Beach - 92663)

Minimum Education: None
Jobcode: L:97266783
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Location: Newport Beach, CA You have the ability to analyze clients need and make accurate recommendations in estate, retirement, and charitable planning areas plus you can talk qualified plans and trusts.  You lead the parade when it comes to developing marketing, presenting hypothetical illustrations, and being a major team player supporting the sales form.  
Marketing will cover fixed annuities, variable annuities, and mutual funds therefore FINRA Series 6 & 63 is anticipated in your background.
When you are not doing lunch at the beach, you are telling the registered reps about the product features or perhaps responding to internal clients at this world class firm.   Communication is the buzz word, marketing is the product as your marketing will be out there in front of seminar attendees.   Direct and execute marketing initiatives from concept to completion.
Relocation assistance available. Must-have Qualifications:
Bachelor?s degree in marketing, business or related field or 2 to 3 years equivalent experience in variable annuities or mutual funds.  
Licenses 6 and 63
Ability to completes illustrations Permanent Residents (Green Card) may apply. To Apply: For prompt consideration, contact CTR’s Maryleigh Preston-McClure about: Retirement, Estate, Marketing ? Sr Analyst