A company is looking for a Benefits and Planning Consultant to deepen client relationships and provide financial planning support to executives.
Key ResponsibilitiesConsult with clients to deliver personalized financial planning and benefits educationCollaborate with Executive Planning Consultants to implement client contact strategies and conduct discussionsIdentify new business opportunities and enhance existing client relationships through marketing initiativesRequired Qualifications, Training, and EducationSeries 7 and 66 licenses (66 may be obtained within a defined period of time 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 planningExperience in relationship management with a focus on customer satisfaction
Benefits and Planning Consultant
A company is looking for a Benefits and Planning Consultant to deepen client relationships and provide financial planning support to executives. ...
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S, DoorDash connects local businesses and local drivers (called Dashers) with opportunities to earn, work, and live. ...
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Bachelor's degree or minimum of five years of relevant benefits or employee b. ...
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