Financial Consultant

Job Summary

A company in the financial industry is looking for a Financial Consultant.

Position Responsibilities:

• Provide guidance to customers regarding their employer-sponsored retirement account at key life moments over the phone
• Discuss available account options such as 401K and IRAs to align with customer's retirement savings goals
• Educate customers on information specific to their retirement plan, comparing options to best support their savings goals and focus on deepening customer's relationship

Qualifications:

• Bachelor's degree or an equivalent combination of education and professional work experience
• Minimum of 1 year experience in sales, preferably inside sales
• Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
• Motivated, self-starter with the ability to learn new information quickly and independently
• Demonstrated sales, relationship management and customer service skills