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Financial Consultant Retirement Consultant

Company: VirtualVocations
Location: Independence
Posted on: November 13, 2023

Job Description:

A company is looking for a Financial Consultant.
Key Responsibilities:

Provide guidance on retirement savings options to customers
Educate customers on specific retirement plans and compare options
Focus on deepening customer relationships with the company

Required Qualifications:

Bachelor's degree or equivalent combination of education and experience
Minimum of 1 year experience in sales, preferably inside sales
Current FINRA licenses or ability to obtain them within set timelines
Motivated self-starter with the ability to learn quickly
Demonstrated sales and customer service skills

Keywords: VirtualVocations, Independence , Financial Consultant Retirement Consultant, Professions , Independence, Missouri

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