Retirement Planning Advisor - In-Person & Virtual

Insight Global; Town of Ithaca (NY); Sur place; USD 65 000 - 100 000; Plein temps

Résumé du poste

Insight Global is seeking a Financial Consultant to provide in-person and virtual counseling on a broad range of client products and services. You will help participants and beneficiaries achieve their short- and long-term financial goals, including hosting events at client sites and working with cross-functional teams to support initiatives.

The role focuses on personalized financial planning, product education, and high-level client service for plan sponsors and participants across retirement

Qualifications

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

Responsabilités

• Counsels participants on pension plans, annuities, and other investment options.
• Educates and facilitates new product purchases (mutual funds, IRAs, 529/403b, etc.).
• Interacts with plan participants to provide exceptional service and execute requests.
• Uses tax and investment strategies to inform financial advice.

Connaissances

Series 7

Series 63/66

Life and Health Insurance License

3-5 years client-facing experience

Description du poste

Insight Global is seeking a Financial Consultant to provide in-person and virtual counseling on a broad range of client products and services. You will help participants and beneficiaries achieve their short- and long-term financial goals, including hosting events at client sites and working with cross-functional teams to support initiatives.

The role focuses on personalized financial planning, product education, and high-level client service for plan sponsors and participants across retirement