Remote Retirement Planner - FINRA Licensed, Client Guidance

Soteria Reinsurance Ltd.

Soteria Reinsurance Ltd. is seeking a Retirement Planner to join their team in Phoenix, AZ. This remote role requires candidates to live within 90 miles of the Greater Phoenix area and necessitates Series 7 and Series 63 licenses, with Series 66 required within 90 days of hire. The ideal candidate will have over 2 years of experience in customer service or sales, and knowledge of tax-exempt retirement products is highly desirable. This role is crucial for enhancing customer retirement readiness and loyalty. #J-18808-Ljbffr

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Vacancy posted 9 hours ago

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