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Financial Consultant

$80k - $85k

Insight Global

The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the client's products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals

REQUIRED SKILLS AND EXPERIENCE

  • Series 7
  • Series 63 or 66

Compensation :

$80K - 85K base + 25% variable compensation (qualitative & quantitative metrics determine bonus)

Vacancy posted 4 days ago
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