State Licensed Retirement Consultant

Job Summary

A company is looking for a Retirement Plan Consultant - Financial Counselor (Remote).

Key Responsibilities

• Provide general product information to customers via phone and email
• Meet production goals including client appointments and new accounts
• Educate customers on product options and document activities in CRM systems

Required Qualifications

• Bachelor's degree in a business-related field or equivalent experience
• One year of experience in the financial services industry
• Basic knowledge of financial products
• FINRA Series 6 or 7, and 63 (required to be approved to do business in all states)
• Life and Health licenses (required within 60 days of hire)