Maryland Licensed Associate Sales Consultant
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Job Summary
As a Maryland Licensed Associate Sales Consultant, the full-time role will manage participant relationships by providing retirement strategy insights, addressing complex account issues, and qualifying high-value participants for Financial Consultant referrals, with the opportunity for hybrid work after training completion.
Key responsibilities
- Serve as the initial point of contact for inbound participant service requests and resolve complex account issues
- Identify and qualify participants for referral to High-Value Financial Consultants to enhance client relationships
- Deliver on defined sales targets while educating clients on plan-specific options and available services
Required qualifications
- Bachelor's degree or equivalent combination of education and relevant experience
- 0+ years of total relevant work experience
- Series 7 and 66 licenses to be obtained within designated window per licensing policy
Complete Job Description
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