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Remote Roaming Enroller

Job is Expired
Location: California
Compensation: To Be Discussed
Staff Reviewed: Fri, Dec 07, 2018
Job Category: Marketing, Sales
Weekly Hours: Full Time
Employer Type: Employer
Career Level: Experienced

Job Summary

A financial services company is in need of a Remote Roaming Enroller.

Core Responsibilities Include:

  • Assisting in scheduling retirement seminars/one-on-one appointments
  • Meeting one-on-one to conduct financial advisory investment counseling sessions
  • Delivering on-site education for Plan Sponsor Participants

Required Skills:

  • Ability to travel
  • FINRA Series 6 or 7 and 63, 65
  • Minimum 3 years of experience in retirement/financial services
  • Bachelor's degree or equivalent experience
  • Identifies and resolves problems in a timely manner

COMPLETE JOB DESCRIPTION

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