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Financial Consultant

Company: VirtualVocations
Location: Erie
Posted on: November 19, 2024

Job Description:

A company is looking for a Financial Consultant (Retirement Consultant) to provide guidance on retirement savings options.



Key Responsibilities

Provide over-the-phone guidance to customers regarding their employer-sponsored retirement accounts
Discuss and educate customers on available account options such as 401K and IRAs
Deepen customer relationships with the company through effective engagement


Required Qualifications

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

Keywords: VirtualVocations, Niagara Falls , Financial Consultant, Professions , Erie, New York

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