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Telecommute Financial Retirement Consultant

Job is Expired
Location: Nationwide
Compensation: Salary
Staff Reviewed: Wed, May 24, 2023
Job Category: Financial
Weekly Hours: Full Time, Part Time
Employment Status: Permanent
Employer Type: Employer
Career Level: Entry Level, Experienced
Education Level: Some College

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

COMPLETE JOB DESCRIPTION

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