Investment Services Coordinator
Thoroughbred Financial – Investment Services Coordinator
Thoroughbred Financial Agency seeks an Investment Sales Coordinator. Background and specializations in operations, sales and/or service in a financial services environment are preferred. Bank, insurance, broker-dealer/RIA or credit union background are preferred, but consideration not limited to these. FINRA licensure preferred, but not required. Series 6 or 7; Series 63, 65 or 66. Ability to obtain Series 24 if asked. L&H license. Microsoft Office proficiency needed. Experience with National Financial Services and Wealthscape are preferred, but not required. Additional experience preferred, but not required: Redtail CRM; DST Vision; Hearsay Systems; Firelight. If interested, please email your resume to email@example.com
With roots dating back to the early 1980s, the Thoroughbred Financial Agency in Lexington, KY is servicing over 60 independent insurance and investment professionals. We offer access to a full spectrum of insurance and financial research, analysis and customized solutions for insurance and investment professionals, property and casualty agencies, banks, law and accounting firms. Our management team has strived to develop programs using best-practice standards to bring value-added service to our client, the producer.
By working with Thoroughbred Financial, you benefit from our size and scale, which has allowed us to negotiate and provide competitive compensation on your insurance securities business. While our primary carrier is Lincoln Financial Group, we are also affiliated with over 70 carriers, allowing you to maintain the independence you want. This gives us access to pursue cost efficient insurance solutions to best fit the needs of your clients. Lincoln Financial Securities is our independent broker/dealer offering a full spectrum of securities products.
Our associates are here for you and their goal is to give you the best services and support available. We put our expertise, and our dedication of earning your business, up against all who claim to give the service in which we delight ourselves in; we pride ourselves in “earning the opportunity” to receive your business on a daily basis.