FINRA Licensed Financial Consultant

Job Summary

A company is looking for a Financial Consultant to deliver personalized retirement planning consultations to customers.

Key Responsibilities

• Cultivates customer relationships through personalized service and responds to inquiries regarding plans and policies
• Educates customers on available plan specifics and assists in retaining current assets
• Manages inbound and outbound calls, addressing service requests and providing support for retirement goals

Required Qualifications

• Bachelor's degree or equivalent combination of education and work experience
• Demonstrated success in performance/goal-oriented roles, particularly in asset growth and retention
• Current FINRA licenses or ability to obtain FINRA 7 & 63 registrations
• Self-motivated with the ability to learn quickly and manage multiple priorities
• Experience in managing stressful situations and interactions