Remote Investment Advisor

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