Financial Retirement Consultant

Job Summary

A company is looking for a Financial Retirement Consultant to join their growing team and provide guidance on retirement savings options.

Key Responsibilities:

• Provide over the phone guidance to customers regarding their employer-sponsored retirement accounts
• Discuss available account options, such as 401K and IRAs, to align with customers' retirement savings goals
• Educate customers on information specific to their retirement plan and compare options to support their savings goals

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 within corporate timelines
• Motivated, self-starter with the ability to learn new information quickly
• Demonstrated sales, relationship management, and customer service skills