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Benefits Planning Consultant

VirtualVocations
Fort Myers, Florida, United States
Full-time

A company is looking for a Benefits and Planning Consultant.Key ResponsibilitiesPartner with Executive Planning Consultants to provide financial planning advice to executivesImplement a structured client contact strategy and conduct guidance preparation discussionsIdentify potential new business opportunities and deepen existing client relationshipsRequired Qualifications and EducationSeries 7 & 66 licenses required (66 may be obtained within a defined period from hire)4-year college degree preferredIndustry designations such as Certified Financial Planner and Certified Equity Professionals are encouragedDemonstrated knowledge of brokerage, insurance, money management, estate planning, and retirement planningStrong track record in relationship management

10 days ago
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