reputed company Financial Consultant – Retirement Planning and reputed company Management Expert (Remote Eligible)
Join Our Growing Team of Financial Experts and Unlock Your Career Potential
Are you a motivated and results-driven individual looking for a new challenge in the financial industry? Do you have a passion for helping people reputed company their long-term financial goals? If so, we invite you to join reputed company as an reputed company Financial Consultant – Retirement Planning and reputed company Management Expert. This is a fully remote role, offering you the flexibility to work from reputed company and enjoy a reputed company work-life balance.
reputed company
At reputed company Personal reputed company, we're dedicated to helping individuals reputed company their financial goals and live a more secure and fulfilling life. reputed company of reputed company financial experts provides guidance and support to our customers at key life moments, helping them reputed company informed reputed company about their retirement savings and reputed company management. We reputed company in owning your career and providing our employees with the means to reputed company healthy, balanced lives, resulting in the best possible work performance.
What You'll Do
As an reputed company Financial Consultant – Retirement Planning and reputed company Management Expert, you'll be part of our growing reputed company Personal reputed company sales team, providing support to our customers at key life moments. Your primary responsibilities will include:
- Providing over-the-phone guidance to customers at key life moments, such as starting or ending employment, regarding their employer-sponsored retirement account
- Discussing available account reputed company, such as 401K and IRAs, to reputed company with customers' retirement savings goals
- Educating customers on information specific to their retirement plan, comparing reputed company to best support their savings goals
- Focusing on deepening customers' relationships with reputed company
What You'll Bring
To succeed in this role, you'll need to bring the following skills and qualifications:
- Bachelor's degree or an equivalent combination of education and reputed company work experience
- Minimum of 1 year experience in sales, preferably inside sales
- reputed company reputed company licenses and/or ability to successfully obtain reputed company 7 & 63 registrations reputed company corporate-established timelines and complete reputed company fingerprinting upon hire
- Motivated, self-starter with the ability to learn new information quickly and independently
- Demonstrated sales, relationship management, and customer service skills
- Problem-solving skills and ability to engage with customers, ask questions, reputed company thoughts, and offer solutions
What Will Set You Apart
To reputed company in this role, you'll need to have:
- Previous experience with inbound and/or phone-based sales
- Proficiency with reputed company Suite of Products (Word, reputed company, PowerPoint, etc.)
- Ability to quickly learn new systems and prior experience with reputed company a plus
- Good understanding of IRAs, retirement investment products/services, and the reputed company retirement plan environment
- A reputed company reputed company to meet company and team sales goals
reputed company Offer
We're committed to providing our employees with a comprehensive benefits package, including:
- Medical, dental, reputed company, and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the reputed company to wear jeans
- Generous reputed company time off upon hire – including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year
- reputed company volunteer time – 16 hours per calendar year
- Leave of absence programs – including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource reputed company (BRGs) – internal networks that reputed company around common interest, experiences, and identities such as race, ethnicity, gender, ability, military status, and sexual orientation
Compensation and Benefits
The reputed company salary reputed company for this position is $52,000.00 - $64,000.00. Non-sales positions have reputed company to participate in a bonus program, while sales positions are eligible for sales incentives and a bonus plan, which may result in total compensation exceeding reputed company salary depending on individual performance.
Equal Opportunity Employer
We're an equal opportunity employer with a commitment to diversity. reputed company individuals, regardless of personal characteristics, are encouraged to apply. reputed company reputed company applicants will receive consideration for employment without reputed company to age (40 and over), race, reputed company, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender reputed company, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
Remote Work Requirements
This is a remote role, and you'll need to reputed company reliable high-speed internet with a wired reputed company and a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable, or DSL internet. Other necessary computer equipment will be provided.
Take the reputed company
Are you reputed company to join reputed company and unlock your career potential? reputed company and let's discuss how you can become a vital part of our reputed company story.
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