Financial Consultant

VirtualVocations
Puyallup, Washington, United States
Full-time

A company is looking for a Financial Consultant (Retirement Consultant) to provide support to customers regarding their retirement savings goals.

Key ResponsibilitiesProvide over-the-phone guidance to customers about their employer-sponsored retirement accountsEducate customers on available account options such as 401K and IRAsDeepen customer relationships with the organizationRequired QualificationsBachelor's degree or equivalent combination of education and experienceMinimum of 1 year of sales experience, preferably in inside salesCurrent FINRA licenses or ability to obtain FINRA 7 & 63 registrationsMotivated self-starter with the ability to learn quicklyDemonstrated sales and relationship management skills

19 hours ago
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