Remote Benefits and Planning Consultant

Location: Northeast, New England

Compensation: To Be Discussed

Staff Reviewed: Fri, Mar 26, 2021

This job expires in: 16 days

Job Category: Insurance

Remote Level: 100% Remote

Employer Type: Employer

Education Level: Some College

Job Summary

A financial services company is in need of a Remote Benefits and Planning Consultant.

Individual must be able to fulfill the following responsibilities:

  • Implement a structured client contact strategy
  • Conduct guidance preparation discussions with clients
  • Provide benefits education and financial planning advice

Qualifications for this position include:

  • Series 7 & 66 are required – 66 may be obtained within a defined period of time from hire
  • Ability to effectively consult with your clients
  • Knowledge of brokerage, insurance, money management, and estate planning
  • You can provide education as well as advice in appropriate situations
  • Strong track record of success in relationship management

COMPLETE JOB DESCRIPTION

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