- Provides in person and virtual counseling for participants, beneficiaries, and financial representatives
- Counsels participants on pension plans, tax deferred annuities, and other investment options
- Educates and recommends product purchases
- Provides exceptional customer service and executes transaction requests
Requirements
- 3+ Years Required; 5+ Years Preferred
- FINRA Registrations: Series 7; Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
- Strong relationship management skills
- Ability to educate clients about financial strategies
ATS Optimization Keywords
Hard Skills
- pension plans
- tax deferred annuities
- investment options
- financial strategies
Soft Skills
- customer service
- relationship management
- educational skills
Certifications & Qualifications
- FINRA Series 7
- FINRA Series 63
- Life and Health Insurance License
Industry Keywords
- counseling
- financial representatives
- product purchases
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