Delivering comprehensive retirement and financial wellness advice, the full-time remote Senior Workplace Planning Consultant will guide participants through key decision points, cultivate relationships, and meet sales and service goals while working in a flexible environment. Key responsibilities Cultivate relationships with customers by providing personalized service and addressing plan-related inquiries Educate customers on distribution decisions and the benefits of participating in retirement plans Utilize innovative tools to deliver optimal retirement planning solutions and meet monthly sales goals Required qualifications Bachelor's degree or equivalent combination of education and professional experience 2+ years of experience in financial services, retirement planning, or advisory roles Demonstrated success in sales and understanding of retirement investment products Ability to manage multiple priorities and handle stressful situations effectively Investment Adviser Representative (IAR) registration required through Series 65 or equivalent qualification
State Licensed Retirement Consultant in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.