Remote Financial Consultant - 401(k) & IRA Guidance

The Association of Technology, Management and Applied Engineering; Remote; PLN 188,000 - 233,000; Full time

Job summary

A leading financial services organization is seeking a motivated individual to provide guidance on retirement accounts over the phone. This remote position requires a bachelor's degree and at least one year of experience in goal-oriented roles. You will educate customers about available account options, enhancing their financial experiences. The organization offers a competitive salary range of $52,000 to $64,000 and a robust benefits package that includes tuition reimbursement and paid volunteer time.

Benefits

Medical, dental, vision and life insurance

401(k) retirement savings plan with company match

Tuition reimbursement up to $5,250/year

Generous paid time off

Paid volunteer time

Qualifications

• Minimum of 1 year experience in performance/goal-oriented roles.
• Current FINRA licenses or ability to obtain them.
• Demonstrated ability to engage with customers.

Responsibilities

• Provide guidance on retirement accounts via phone.
• Discuss available account options with customers.
• Educate customers on their retirement plans.

Skills

Relationship management

Customer service skills

Problem-solving skills

Motivated self-starter

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Suite

SalesForce

Job description

A leading financial services organization is seeking a motivated individual to provide guidance on retirement accounts over the phone. This remote position requires a bachelor's degree and at least one year of experience in goal-oriented roles. You will educate customers about available account options, enhancing their financial experiences. The organization offers a competitive salary range of $52,000 to $64,000 and a robust benefits package that includes tuition reimbursement and paid volunteer time.