Texas Licensed Retirement Consultant

Job Summary

A company is looking for a Retirement Income Consultant to work directly with clients on retirement income solutions.

Key Responsibilities

• Conducts virtual financial planning meetings with clients preparing for retirement
• Handles inbound calls from clients seeking advice on retirement income using investment products
• Follows up with clients through outbound calls to address identified retirement income needs

Required Qualifications

• Preferred university degree
• 2+ years of relevant work experience required; 3+ years preferred
• Must obtain Series 7 and Series 63 FINRA registrations
• Life and Health Insurance License required within 120 days
• Experience with retirement planning and financial markets is preferred