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Individual Financial Consultant

Insight Global

RETRIEMENT INCOME CONSULTANT (RIC) JOB DESCRIPTION

Insight Global is seeking a Retirement Income Consultant (RIC) for a large financial services client in the Charlotte, NC and Frisco, TX areas. As a RIC, you will work directly with clients to recommend and implement a variety of retirement income solutions designed to meet their needs. This job support clients by incorporating the organization's suite of income-oriented advice and education tools in addition to utilizing the organization's broad suite of distribution and lifetime income options.

REQUIRED SKILLS AND EXPERIENCE

  • Series 7 or 6
  • Series 63 or 66
  • Life and Health Insurance License
  • 2+ years of client-facing experience in retirement planning/advising

Compensation:

$80,000 per year annual salary (with a 30% annual bonus).

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.

Vacancy posted more than 2 months ago

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