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Financial Consultant - TX

VirtualVocations
Seattle, Washington, United States
Full-time

A company is looking for a Financial Consultant.Key Responsibilities : Provide guidance on retirement savings goals, such as 401K and IRA products, to customersEducate customers on available account options and align them with their savings goalsFocus on deepening customer relationships with the companyRequired Qualifications : Bachelor's degree or equivalent combination of education and work experienceMinimum of 1 year experience in sales, preferably inside salesCurrent FINRA licenses and ability to obtain FINRA 7 & 63 registrationsMotivated, self-starter with the ability to learn new information quicklyDemonstrated sales, relationship management, and customer service skills

30+ days ago
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