Telecommute Investment Advisor

Location: Illinois

Compensation: To Be Discussed

Staff Reviewed: Wed, Jun 02, 2021

This job expires in: 18 days

Job Category: Financial

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

A human resources and financial services company is in need of a Telecommute Investment Advisor.

Core Responsibilities Include:

  • Receiving inbound calls from retirement plan participants
  • Explaining the investment services available to inbound callers with the goal to direct them to the correct service
  • Providing financial education related to various retirement plan topics

Applicants must meet the following qualifications:

  • Experience in delivering financial planning and investment advisory services
  • Strong rapport building and interpersonal skills
  • Ability to educate callers on complex retirement and investment concepts is necessary
  • Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information
  • Demonstrate sustained confidence and resilience during challenging interactions

COMPLETE JOB DESCRIPTION

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