FINRA Licensed Financial Consultant

Job Summary

A company is looking for a Financial Consultant to provide personalized retirement planning consultations to customers.

Key Responsibilities

• Deliver personalized consultations and respond to customer inquiries regarding retirement plans and policies
• Educate customers on available plan specifics, distribution options, and the benefits of participation in retirement plans
• Manage inbound and outbound calls, handle service requests, and assist customers in achieving their retirement goals

Required Qualifications

• Bachelor's degree or equivalent combination of education and experience
• Proven success in performance-oriented roles, particularly in asset growth and retention
• Current FINRA licenses or ability to obtain FINRA 7 & 63 registrations
• Self-motivated with the ability to learn quickly and manage multiple priorities
• Experience in high-pressure situations and handling customer interactions effectively