FINRA Licensed Retirement Consultant

A company is looking for a Senior Retirement Consultant to deliver personalized consultations for retirement planning needs. Key Responsibilities Cultivate relationships with customers by providing personalized service and addressing plan-related questions Educate customers on distribution options and the advantages of retirement plans Meet monthly and annual sales and service goals while delivering optimal solutions Required Qualifications Bachelor's degree or equivalent combination of education and experience 3+ years of experience in asset retention or financial sales Good understanding of IRAs and retirement investment products/services FINRA 7 & 63 registrations required for consideration Proficient in Microsoft Office and ability to learn new software quickly

Feb 18, 2025 - 13:35

A company is looking for a Senior Retirement Consultant to deliver personalized consultations for retirement planning needs. Key Responsibilities Cultivate relationships with customers by providing personalized service and addressing plan-related questions Educate customers on distribution options and the advantages of retirement plans Meet monthly and annual sales and service goals while delivering optimal solutions Required Qualifications Bachelor's degree or equivalent combination of education and experience 3+ years of experience in asset retention or financial sales Good understanding of IRAs and retirement investment products/services FINRA 7 & 63 registrations required for consideration Proficient in Microsoft Office and ability to learn new software quickly