Telecommute Financial Retirement Consultant

Job Summary

A financial services company needs applicants for an opening for a Telecommute Financial Retirement Consultant.

Core Responsibilities Include:

• Maintaining and appling expertise in insurance, securities, investments and related areas
• Consulting, educating, and advising the most appropriate action based on the individual’s retirement needs
• Servicing all general transactional needs for inbound callers

Skills and Requirements Include:

• College Degree or
• Relevant financial Services experience of 3 - 5 years
• Licensure will include Series 6, 63, 7, 65/66
• Understanding of sales and customer relationship experience
• Expertise in insurance, securities, investments and related areas