Jobtailor in Dallas, TX seeks an experienced client advisor to address client questions, assess financial needs, and educate on product benefits. The role involves advocating for our products, handling inbound transfers for at-risk clients, and conducting outreach to retention targets.
The ideal candidate holds FINRA Series 6/7 and Series 63 licenses with Life/Health Insurance licensure (national) and is prepared to obtain additional issuers within 120 days.
#J-18808-LjbffrClient Retention & Financial Solutions Consultant in dallas at Unknown Company
This position is listed as full time and onsite.