Job is Expired
Location: Nevada, Oregon, Utah, Washington
Compensation: To Be Discussed
Staff Reviewed: Fri, Jan 07, 2022
Job Summary
A financial services company is seeking a Telecommute West Regional Planning Consultant.
Core Responsibilities Include:
- Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement
- Coordinating with branch management to provide collaborative training to associates who are improving their skills and abilities to execute in their roles
- Encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices
Qualifications Include:
- Sales experience in the financial service industry
- Series 7 & 63 and ability to obtain the Series 66 & Insurance licenses within 6 months of hire
- Proven planning skills and in-depth knowledge of financial product offerings
- Demonstrated approachable leader with the ability to effortlessly influence others
- Ability to lead by example and demonstrating organized preparation and effective follow up skills
- Ability to partner with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions
