FINRA Licensed Financial Consultant

Job Summary

A company is looking for a Financial Consultant.

Key Responsibilities

• Provide comprehensive consultations to retirement plan participants over the phone
• Demonstrate a consultative approach in positioning retirement planning products and services
• Manage a pipeline of opportunities and deliver on defined retention and sales targets

Required Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience
• 2+ years of relevant work experience with inbound and/or phone-based sales
• FINRA Series 7 and 66 licenses
• Preferred: 3+ years of related experience and knowledge of retirement investment products
• Preferred: Chartered Retirement Planning Counselor (CRPC) or Certified Financial Planner (CFP)