Retirement Plan Specialist Financial Counselor
$55,350–$60,750 year
RemoteUnited States
Job Summary
Provide general product information to customers making inquiries via phone and email, explaining retirement product solutions such as account rollovers and retirement options. Meet production goals including monthly activity, client appointments, and new accounts while educating clients on Brokerage Individual Retirement Accounts (IRA). Learn all systems and products, including applicable regulations and compliance guidelines, and document activities in Salesforce and other customer relationship management (CRM) systems as required. Engage in skill-building activities and mentorship aimed at progressing into fully licensed advisor roles, completing training and development programs to prepare for licensing. Provide operational and administrative support to the Advice Center sales team.
Required Qualifications
- Bachelor's degree in a business related field or equivalent experience
- One year of experience in the financial services industry
- Basic knowledge of financial products
- Customer service, interpersonal and listening skills to effectively communicate and earn trust
- Excellent written and oral communication and presentation skills
- Proficiency using MS Office
- FINRA Series 6 or 7, and 63 (required to be approved to do business in all states)
- FINRA Series 65 or obtain within six to 12 months
- Life and Health licenses (required within 60 days of hire)
Desired Qualifications
- Life license
- Knowledge of CRM (Salesforce.com) and digital financial advice platforms
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