Job Summary
A financial services provider needs applicants for an opening for a Remote Individual Financial Consultant.
Core Responsibilities of this position include:
- Taking inbound calls from both internal partners and clients to help identify product and investment needs
- Being responsible for meeting or exceeding l goals with direct impact on client acquisition and retention
- Developing a pipeline of sales opportunities to ensure clients complete all steps to open and fund an account
Must meet the following requirements for consideration:
- University (Degree) Preferred
- Have Series 7; Series 63; Series 65; Series 66 FINRA Registrations
- 5IC career level
- State health and life insurance licenses must be obtained within the first 120 days as a condition of employment
- 18 months of experience in the financial services industry preferred
