State Licensed Retirement Consultant

Driving the consolidation of assets into employer-sponsored retirement plans, the full-time remote State Licensed Retirement Consultant will manage a book of business of 150 to 350 clients, providing education and support throughout the consolidation process. Key responsibilities Place outbound calls and handle inbound calls to assist customers in consolidating their retirement savings Independently manage a high volume of scheduled meetings, calls, and emails while receiving leads from call centers Demonstrate expertise in retirement investment vehicles and service rollover relationships from opportunity handoff through close Required qualifications High School diploma or GED 2 years of relevant experience FINRA 6 & 63 registrations required within corporate-established timelines FINRA Fingerprinting Authorization to work in the United States without requiring visa sponsorship