Investment Representative I

We are currently seeking an Atlas Investment Representative I in our San Jose Eastridge location. A Loan Representative makes sales calls and presentations to sell prospective customers Atlas products to meet their financial objectives at their branches, homes, places of business, social clubs, etc.

JOB RESPONSIBILITIES

Assesses financial objectives & current financial instruments of prospective customers. Determines satisfaction with current financial investments and instruments. Communicates features of various Atlas products which best addresses customers? financial objectives and concerns. Distributes, sends or delivers applications, appropriate prospectuses and disclosures. Makes sales calls & presentations. Researches and identifies prospective customers in an assigned territory. Provides coverage in branches for illness, vacation or open territories at the direction of the Territory Sales Manager.

REQUIREMENTS

NASD Series 7 required in good standing Necessary state Insurance license in good standing to sell fixed and variable annuity contracts. Valid state driver?s license for assigned territory. Verbal communications skills to probe, listen & assess customer needs & concerns and to communicate benefits of Atlas products. Oral presentation skills to address groups from 2-25 people.

TO APPLY

(Please do not apply unless you meet all of the minimum requirements)

World is an equal opportunity employer and has a strong commitment to work force diversity.To be considered for this position, please create a profile and submit your resume using our Career Center. We cannot accept resumes received using the ?Apply? button on this site.