Retirement Income Consultant
Insight Global
Job Description
Job Description
JOB DESCRIPTION
The Retirement Income Consultant works directly with clients to recommend and implement a variety of retirement income solutions designed to meet their needs. Under general supervision, 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 Series 63 or 66 Life and Health Insurance License 2+ years of client- facing experience in retirement planning/ advising 3+years in a financial services environment
NICE TO HAVE SKILLS AND EXPERIENCE
Bachelor's Degree
Vacancy posted 3 days ago
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