Remote Retirement Financial Consultant

Dev; Corpus Christi (TX); On-site; USD 52,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with company matching

Tuition reimbursement up to $5,250/year

Generous paid time off

Paid volunteer time

Leave of absence programs

Job summary

A financial services company is seeking a Financial Consultant to join their dynamic team. In this role, you will provide expert guidance to customers about their retirement accounts, such as 401K and IRA products. Successful candidates will have a Bachelor’s degree, at least one year of sales experience, and the ability to obtain required FINRA licenses. This position is open to remote candidates, offering a competitive salary and a comprehensive benefits package, including health insurance and generous paid time off.

Qualifications

• Minimum of 1 year experience in sales, preferably inside sales.
• Current FINRA licenses or ability to obtain them.
• Motivated self-starter who learns quickly.

Responsibilities

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

Skills

Sales experience

Customer service skills

Problem-solving skills

Relationship management

Education

Bachelor's degree or equivalent

Tools

SalesForce

Microsoft Suite

Job description

A financial services company is seeking a Financial Consultant to join their dynamic team. In this role, you will provide expert guidance to customers about their retirement accounts, such as 401K and IRA products. Successful candidates will have a Bachelor’s degree, at least one year of sales experience, and the ability to obtain required FINRA licenses. This position is open to remote candidates, offering a competitive salary and a comprehensive benefits package, including health insurance and generous paid time off.