Remote Financial Consultant

VirtualVocations
Birmingham, Alabama, United States
Remote
Full-time
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A company is looking for a Financial Consultant.Key Responsibilities : Provide guidance on retirement savings options such as 401K and IRAs to customersEducate customers on available account options to align with their retirement goalsDeepen customer relationships with the companyRequired Qualifications : Bachelor's degree or equivalent work experienceMinimum of 1 year experience in sales, preferably inside salesCurrent FINRA licenses or ability to obtain FINRA 7 & 63 registrationsMotivated self-starter with the ability to learn new information quicklyPrevious experience with inbound or phone-based sales is a plus

3 days ago
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