Reference Number: W021 Position Summary: Provide services in the following areas: personal investments and insurance, comprehensive financial planning, retirement solutions for individuals and small businesses, estate planning, small business needs and executive and employee benefits. Responsibilities: Responsible for identifying individual and small business clients for investment product sales opportunities. Participate in sales meetings, business development, marketing events and training to prospect clients and drive sales. Identify client's financial needs and provide suitable investment options to meet their needs. Minimum Qualifications: Bachelor's degree from a four-year institution. Must have at least 3 years financial service or related experience. Must have securities licenses 6 or 7, 63 and state life and health insurance licenses. Must have strong organizational, oral and written communication skills. Please forward your cover letter, resume, and salary requirements to: Human Resources, at fax - 703-766-3393 or email careers@accessnational.com.
Banking Center
Financial Consultants - Private Client Services
