Financial Consultant
Jobtailor
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 #J-18808-Ljbffr
Vacancy posted 22 hours ago
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