FINRA Licensed Retirement Consultant

Job Summary

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

Key Responsibilities

• Cultivate customer relationships through personalized service and respond to plan-related questions
• Educate customers on distribution options and the benefits of retirement plans
• Meet monthly and annual sales and service goals using innovative tools and strategies

Required Qualifications

• Bachelor's degree or equivalent education and work experience
• Demonstrated success in sales
• Understanding of IRAs and retirement investment products/services
• FINRA 7 & 63 registrations required
• Proficient in Microsoft Office and ability to learn new software quickly