Retirement Planning Consultant: Inbound Advice

Nuveen; Charlotte (NC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive Total Rewards package

Superior retirement program

Health and wellness benefits

Job summary

Nuveen is looking for an Individual Financial Consultant in Charlotte, NC. The ideal candidate will provide retirement education and advice, ensuring a positive client experience. Responsibilities include taking inbound calls to identify financial needs and guiding clients through account setup.

The role requires excellent communication and relationship-building skills, with a focus on achieving goals for asset growth and client retention. Join a team committed to helping individuals secure their financial futures.

Qualifications

• Strong communication skills to educate clients on financial products.
• Ability to create sales opportunities and manage client relationships.
• Solid understanding of retirement planning and investment solutions.

Responsibilities

• Provide retirement education and advice to clients.
• Make inbound and outbound calls to assist clients with their needs.
• Develop and maintain a sales pipeline for client accounts.

Skills

Client Relationship Management

Business Acumen

Negotiation

Retirement Planning

Education

University Degree Preferred

Job description

Nuveen is looking for an Individual Financial Consultant in Charlotte, NC. The ideal candidate will provide retirement education and advice, ensuring a positive client experience. Responsibilities include taking inbound calls to identify financial needs and guiding clients through account setup.

The role requires excellent communication and relationship-building skills, with a focus on achieving goals for asset growth and client retention. Join a team committed to helping individuals secure their financial futures.