Financial Consultant Retirement Specialist - State Licensed
Company: VirtualVocations
Location: Lubbock
Posted on: September 3, 2024
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Job Description:
A company is looking for a Financial Consultant for a remote
position.
Key Responsibilities:
Provide over the phone assistance to customers regarding their
retirement savings goals
Discuss available account options such as 401K and IRAs with
customers
Educate customers on retirement plan information and focus on
growing customer relationships
Required Qualifications:
Bachelor's degree or equivalent work experience
Minimum of 1 year experience in sales, preferably inside sales
Current FINRA licenses or ability to obtain FINRA 7 & 63
registrations
Motivated self-starter with the ability to learn new information
quickly
Good understanding of IRAs, retirement investment
products/services, and the qualified retirement plan
environment
Keywords: VirtualVocations, Lubbock , Financial Consultant Retirement Specialist - State Licensed, Accounting, Auditing , Lubbock, Texas
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