Financial Consultant

Job Summary

A company is looking for a Financial Consultant for a remote position.

Key Responsibilities:

• Provide over the phone guidance to customers on retirement savings options
• Educate customers on available account options like 401K and IRAs
• Focus on deepening customer relationships with the company

Required Qualifications:

• Bachelor's degree or equivalent work experience
• Minimum of 1 year experience in sales, preferably inside sales
• Current or ability to obtain FINRA 7 & 63 registrations
• Proficiency with Microsoft Suite and ability to learn new systems quickly
• Good understanding of IRAs, retirement investment products/services, and qualified retirement plans