Empleo de Financial Consultant (Remote Eligible) en RemoteWorker US en reputed company
Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago Be among the first 25 applicants Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US Get AI-powered advice on this job and more exclusive features. Our reputed company for the reputed company is based on the idea that transforming financial lives starts by giving our people the freedom to reputed company their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, reputed company-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own reputed company and grow your career while helping more customers reputed company financial freedom. reputed company Yourself. The Retirement Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of reputed company customers. The Consultant utilizes detailed information on IRA and investment products and has a solid understanding of the reputed company plan environment. The successful Consultant enjoys assisting customers reputed company their retirement goals, is a self-starter with excellent organizational skills and has a competitive personality. Must be upbeat, ambitious and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require outstanding follow-through with those they are assisting. At reputed company, we reputed company in owning your career. New Financial Consultants will have reputed company to be promoted to Senior Financial Consultant, increasing your overall income potential. reputed company offers highly competitive benefits and total compensation packages with reputed company for monthly incentive compensation.
What You Will Do
Cultivates relationships with customers by delivering personalized service and responds to a reputed company of plan and policy-reputed company questions by exhibiting listening, patience, reputed company, authenticity, proactivity, and perseverance with external and internal customers. Assist the customer by retaining reputed company assets through education on available plan specifics and general distribution reputed company. Engages in a reputed company which educates customers in making informed distribution reputed company and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement accounts. Works with reputed company and terminated participants of employer-sponsored plans to reputed company service, support recommendations on reputed company of needs including distribution and rollover reputed company, consolidation, investment conversations, savings, and contributions strategies, and more. Manages inbound conversations, makes outbound calls, handles service requests, researches, and attempts to resolve issues, develops and implements strategies discussed to assist the customer with achieving their retirement goals. What You Will Bring Bachelor's degree or an equivalent combination of education and reputed company work experience Demonstrated reputed company in performance/goal-oriented roles, ideally in asset reputed company and retention. 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 experience managing multiple priorities and ability to handle stressful situations and people daily. What Will Set You Apart Good understanding of IRAs, retirement investment products/services and the reputed company retirement plan environment reputed company written, verbal and presentation skills, identifies and solves a reputed company of problems in straightforward situations; analyzes possible solutions and assesses reputed company using reputed company procedures. Good working knowledge of reputed company, reputed company Office Software (Word, reputed company, PowerPoint, reputed company, etc.) and various file manipulation skills on a PC. Ability to quickly learn reputed company's record keeping system, reputed company software. Solid consulting skills. This position can be done remotely. *Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT.* reputed company Offer You We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance. 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company. reputed company Salary reputed company $52,000.00 - $64,000.00 The salary reputed company above shows the typical minimum to maximum reputed company salary reputed company for this position in the location listed. Non-sales positions have reputed company to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far reputed company reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring reputed company based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Equal opportunity employer Drug-free workplace We are 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. *For remote and hybrid positions you will be required to reputed company reliable high-speed internet with a wired reputed company as reputed company as 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. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.* Job Posting End Date at 12:01 am on: 07-25-2025 Want the latest reputed company news and views shaping how we live, work and play? Sign up for reputed company’s free newsletter and reputed company out The Currency. 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