Job Summary
An insurance company needs applicants for an opening for a Remote Associate Retirement Advisor.
Must be able to:
- Manage inbound customer inquiries and provide quality education
- Understand, assess and meet customer needs or requests
- Manage book of business to expand current relationships and foster new relationships
Skills and Requirements Include:
- Bachelor’s Degree or higher in business, finance, or related field
- FINRA Series 7, 63 and 65 registration(s) required within corporate-established timelines
- FINRA Fingerprinting
- Comprehensive PC skills
- Demonstrated organizational skills
- Comfortable using a computer for various tasks in normal office working conditions
