Job Summary
A financial services company has an open position for a Remote Investment Advisor.
Individual must be able to fulfill the following responsibilities:
- Manage new and ongoing client relationships within the In Plan Advice product suite
- Handle transferred inbound calls from the RRSC and Participant Services and Sales Solutions colleagues
- Quarterback the delivery of the value proposition at the individual customer level by directing outbound and service delivery activity
Skills and Requirements Include:
- Financial services or related experience
- Licensure will include Series 6, 63, 7, 65/66 and an additional recognition
- Identified representative will show strong sales and customer relationship experience
- Willingness to share best practices, strong work ethic, combination of inbound and outbound calling experience
- Maintains and applies expertise in insurance, securities, investments and related areas
- Full knowledge and understanding of retirement and other investment product offerings
