Retirement Plan Consultant - Financial Counselor
United StatesFull-TimeEntry
Salary40,000 - 45,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- One year of experience in the financial services industry
- Required Skills
- SalesforceMS OfficeCRM
Requirements
- Bachelor’s degree in a business related field or equivalent experience.
- One year of experience in the financial services industry.
- Basic knowledge of financial products.
- Customer service, interpersonal and listening skills.
- Excellent written and oral communication and presentation skills.
- Proficiency using MS Office.
- FINRA Series 6 or 7, and 63.
- FINRA Series 65 (or obtain within six to 12 months).
- Life and Health licenses (required within 60 days of hire).
Responsibilities
- Provide general product information to customers making inquiries via phone and email.
- Meet production goals as outlined in the training program, including monthly activity, client appointments, and new accounts.
- Explain and ensure customers understand product options for routine inquiries; educate and make recommendations when appropriate for Brokerage Individual Retirement Accounts (IRA).
- Learn all systems and products, including applicable regulations and compliance guidelines.
- Complete training and development programs to prepare for licensing.
- Learn financial planning concepts, tools, and compliance requirements.
- Document activities in Salesforce and other customer relationship management (CRM) systems.
- Engage in skill-building activities and mentorship aimed at progressing into fully licensed advisor roles.
- Provide operational and administrative support to the Advice Center sales team.
View Full Description & ApplyYou'll be redirected to the employer's site
