FINRA Licensed Financial Consultant
A company is looking for a Financial Consultant. Key Responsibilities Provide over-the-phone assistance to customers regarding their employer-sponsored retirement accounts Discuss available account options, such as 401K and IRAs, to align with customers' retirement savings goals Educate customers on retirement plan information and compare options to support their savings goals Required Qualifications Bachelor's degree or equivalent combination of education and professional experience Minimum of 1 year of experience in sales, preferably inside sales Current FINRA licenses or ability to obtain FINRA 7 & 63 registrations Motivated self-starter with the ability to learn new information quickly and independently Demonstrated sales and relationship management experience
A company is looking for a Financial Consultant.
Key Responsibilities
Provide over-the-phone assistance to customers regarding their employer-sponsored retirement accounts
Discuss available account options, such as 401K and IRAs, to align with customers' retirement savings goals
Educate customers on retirement plan information and compare options to support their savings goals
Required Qualifications
Bachelor's degree or equivalent combination of education and professional experience
Minimum of 1 year of experience in sales, preferably inside sales
Current FINRA licenses or ability to obtain FINRA 7 & 63 registrations
Motivated self-starter with the ability to learn new information quickly and independently
Demonstrated sales and relationship management experience
