In-Person & Virtual Retirement Advisor

Insight Global; Pasadena (CA); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Insight Global hires a Financial Consultant to provide in-person and virtual counseling for participants, prospects, and beneficiaries on comprehensive financial products and services. The role involves hosting events at client sites and advising on retirement plans and investment options.

Requires Series 7, Series 63/66, Life and Health Insurance licenses, and 3–5 years of client-facing experience in retirement planning or wealth management.

Qualifications

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

Responsibilities

• Counsels participants on pension plans, tax-deferred annuities and other investment options.
• Educates and facilitates product purchases including mutual funds, IRAs, 529/403(b), bank products, and life insurance.
• Interacts with retirement plan participants to provide customer service and process transactions and requests.
• Uses knowledge of tax and investment strategies to tailor financial advice to clients' needs.
• Collaborates with cross-business teams to develop and implement products and services.
• Maintains strong relationships with Institutional Plan Sponsors.

Skills

Series 7

Series 63/66

Life and Health Insurance License

3-5 years experience

Job description

Insight Global hires a Financial Consultant to provide in-person and virtual counseling for participants, prospects, and beneficiaries on comprehensive financial products and services. The role involves hosting events at client sites and advising on retirement plans and investment options.

Requires Series 7, Series 63/66, Life and Health Insurance licenses, and 3–5 years of client-facing experience in retirement planning or wealth management.