Strong consultative selling skills with the ability to assess client needs and recommend appropriate financial solutions; Proven track record of meeting or exceeding sales goals and building a profitable pipeline. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.