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
