FINRA Licensed Financial Consultant
VirtualVocationsKansas City, Missouri, United Statesjob_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Financial Consultant to join their Retirement Plan Advisory Team (RPAT) remotely.
Key Responsibilities
Provide over-the-phone guidance to customers regarding their employer-sponsored retirement accounts during key life moments
Discuss and align available account options, such as 401K and IRAs, with customers' retirement savings goals
Educate customers about their retirement plans and deepen their relationship with the company
Required Qualifications
Bachelor's degree or equivalent combination of education and professional experience
Minimum of 1 year experience in sales, preferably inside sales
Current FINRA licenses or ability to obtain FINRA 7, 63 & 65 (or 66) registrations
Motivated self-starter with the ability to learn quickly and independently
Demonstrated sales and customer service skills
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Financial Consultant • Kansas City, Missouri, United States
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