Job Summary

A company is looking for a Financial Consultant.

Key Responsibilities:

• Provide over the phone guidance to customers regarding retirement savings goals
• Discuss available account options such as 401K and IRAs
• Educate customers on information specific to their retirement plan

Required Qualifications:

• Bachelor's degree or equivalent combination of education and work experience
• Minimum of 1 year experience in sales, preferably inside sales
• Current FINRA licenses or ability to obtain FINRA 7 & 63 registrations
• Motivated, self-starter with the ability to learn new information quickly
• Previous experience with inbound or phone-based sales is a plus