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Financial Retirement Consultant

Company: VirtualVocations
Location: Lincoln
Posted on: September 17, 2023

Job Description:

A company is looking for a Financial Retirement Consultant to join their growing team and provide guidance on retirement savings options.
Key Responsibilities:

Provide over the phone guidance to customers regarding their employer-sponsored retirement accounts
Discuss available account options, such as 401K and IRAs, to align with customers' retirement savings goals
Educate customers on information specific to their retirement plan and compare options to support their savings goals

Required Qualifications:

Bachelor's degree or equivalent combination of education and work experience
Minimum of 1 year experience in sales, preferably inside sales
Current FINRA licenses or ability to obtain FINRA 7 & 63 registrations within corporate timelines
Motivated, self-starter with the ability to learn new information quickly
Demonstrated sales, relationship management, and customer service skills

Keywords: VirtualVocations, Lincoln , Financial Retirement Consultant, Accounting, Auditing , Lincoln, Nebraska

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