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Product Strategist
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- As a Product Strategist, you will develop the knowledge and skills needed to provide important guidance to financial advisors who are looking to enrich the lives of their clients through different pre- and post-retirement investment and insurance vehicles with the use of data analytics.
- We are a growth and results-oriented fintech team in a dynamic environment looking for an individual who is committed to long-term success, achievement and helping people!
- Outbound calls to active members to discuss their opportunities.
- Manage internal Salesforce platform and systems so client information is up to date and accurate.
- Growth opportunity for increased client engagement with proper licensing, skill development and training provided.
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