Remote Retirement Planner & Financial Counselor

Benefits offered by this job

Job summary

Qualifications

• 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 to effectively communicate and earn trust.
• Excellent written and oral communication and presentation skills.
• Proficiency using MS Office.
• FINRA Series 6 or 7, and 63 (required to be approved to do business in all states).
• 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 as required.
• 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.