A leading financial services firm is seeking a motivated and energetic Agency Development Specialist. Your role will be pivotal in supporting the delivery of growth initiatives to maximize Financial Advisors’ sales, growth, and profit through the agency development process. This position requires excellent communication and organizational skills, as you will be collaborating effectively with advisors, staff, and co-workers. The ability to think outside the box, multitask and independently prioritize responsibilities is crucial for success in this role.

Requirements

• Bachelor’s degree in finance, Business Administration, or a related field.
• Minimum of 3 years of experience in the financial services industry
• Series 65 license and/or FL215 PLUS