Financial Solutions Consultant

GSD Search LLC; Zionsville (IN); On-site; USD 52,000 - 65,000; Full time

Job summary

GSD Search LLC is seeking a Product Consultant to handle inquiries from clients and financial advisors about annuities and investments. The role emphasizes educating clients on products, procedures, and regulations while maintaining high service levels.

The ideal candidate will have a Series 6 or 7 license, 3+ years of customer service experience, and strong communication skills. This position requires precise documentation and teamwork within a compliant framework.

Qualifications

• 3+ years of customer service experience required.
• Exceptional written and verbal communication skills.
• Series 6 or 7 license required.
• Strong commitment to accuracy and regulatory compliance.

Responsibilities

• Accurately providing information to inquiries regarding annuities, investments, tax implications, and regulations.
• Navigate multiple systems and online resources to retrieve information for customers.
• Partner with external business partners to resolve inquiries as needed.
• Maintain detailed electronic records of all actions taken.

Skills

Customer service

Communication skills

Attention to detail

Multitasking

Education

BA/BS degree preferred

Job description

GSD Search LLC is seeking a Product Consultant to handle inquiries from clients and financial advisors about annuities and investments. The role emphasizes educating clients on products, procedures, and regulations while maintaining high service levels.

The ideal candidate will have a Series 6 or 7 license, 3+ years of customer service experience, and strong communication skills. This position requires precise documentation and teamwork within a compliant framework.