Financial Planning Consultant

Insight Global; Columbia (SC); On-site; USD 70,000 - 100,000; Full time

Job summary

Insight Global is seeking a Financial Consultant to provide in-person and virtual counseling for pension participants, retirees, and plan sponsors. The role covers educating on investment options, assisting with product purchases, and delivering exceptional client service across on-site and client-site events.

Travel locally and host events, maintaining strong relationships with institutional sponsors while applying tax and investment strategies to guide decisions in a compliant,

Qualifications

• Series 7 is required.
• Series 63 or 66 is required.
• Life and Health Insurance License (Resident State) is required.
• 3-5 years of client-facing experience in retirement planning, financial advising, or wealth management is required.

Responsibilities

• Counsel participants on pension plans, tax-deferred annuities, and other investment options to help retain and grow assets.
• Educate, recommend and facilitate product purchases (retail mutual funds, annuities, IRAs, 529/403b, bank products, life insurance) with authoritative information for decisions.
• Interact with retirement plan participants to provide exceptional service and execute transactions and service requests.
• Utilize knowledge of tax and investment strategies to inform financial advice based on clients’ needs and objectives.
• Communicate with cross-business partnerships to develop and implement products and services supporting clients and company initiatives.
• Develop and maintain strong relationships with Institutional Plan Sponsors.

Skills

Series 7

Series 63 or 66

Life and Health Insurance License

Client-facing experience

Job description

The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. These are in-person roles, client facing and must be comfortable hosting events at client sites. Bust be comfortable going 3 days onsite and traveling locally.

• Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
• Educates, recommends and facilitates new product purchases (including retail mutual finds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
• Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
• Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
• Communicates internally with cross-business partnerships to develop and implement the organization's products and services to support clients and company initiatives.
• Develops and maintains strong relationship with Institutional Plan Sponsors.

REQUIRED SKILLS AND EXPERIENCE

• Series 7
• Series 63 or 66
• Life and Health Insurance License (Resident State)
• 3-5 years of client-facing experience in retirement planning, financial advising, or wealth management