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 during key life moments Discuss available account options, such as 401K and IRAs, to align with customers' retirement savings goals Educate customers on their retirement plans and compare options to support their savings objectives Required Qualifications Bachelor's degree or equivalent combination of education and professional work experience Minimum of 1 year of experience in sales, preferably inside sales Current FINRA licenses or ability to obtain FINRA 7 & 63 registrations within established timelines Motivated self-starter with the ability to learn new information quickly and independently Demonstrated sales and relationship management experience

Mar 18, 2025 - 23:34

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