Remote Financial Consultant

Job Summary

A retirement company needs applicants for an opening for a Remote Financial Consultant.

Core Responsibilities of this position include:

• Providing over the phone guidance at key life moments to our customer
• Discussing available account options, such as 401K and IRAs, to align to customer’s retirement savings goals
• Educating customers on information specific to their retirement plan, comparing options to best support their savings goals

Position Requirements Include:

• Bachelor's degree or an equivalent combination of education and professional work experience
• Minimum of 1 year experience in sales, preferably inside sales
• Current FINRA licenses and/or ability to successfully obtain FINRA 7 and 63 registrations within corporate-established timelines
• Motivated, self-starter with the ability to learn new information quickly and independently
• Demonstrated sales, relationship management and customer service skills
• Problem-solving skills and ability to engage with customers, ask questions, share thoughts and offer solutions