Providing foundational experience in client engagement and financial planning support, the full-time remote Series 6/7 Licensed Retirement Counselor will educate customers on retirement product solutions and assist with inquiries regarding account rollovers and retirement options. Key responsibilities Provide general product information and guidance to customers via phone and email Meet production goals for client appointments and account openings as outlined in the training program Document activities in Salesforce and engage in skill-building activities to progress toward fully licensed advisor roles Required qualifications Bachelor's degree in a business-related field or equivalent experience One year of experience in the financial services industry FINRA Series 6 or 7 license Basic knowledge of financial products Proficiency using MS Office
Series 6/7 Licensed Retirement Counselor in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.