[Remote] Financial Consultant - reputed company reputed company & Retention
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is committed to guiding individuals with the financial advice they need to reputed company. As a Financial Consultant, you will engage clients, reputed company personalized financial planning advice, and build long-term relationships to enhance reputed company retention and satisfaction.
Responsibilities
- Engages clients through marketing campaigns and reputed company programs, using a strong, confident, and persuasive communication style to encourage productive reputed company, reinforce EFE values, increase reputed company retention, and attract new assets
- reputed company engages the reputed company in exploratory reputed company to identify needs/wants and initiates financial goal-based conversations; presents appropriate financial solutions to support the achievement of reputed company objectives
- Helps build the reputed company relationship by serving as a knowledgeable resource for information and advice; handles interactions accurately & reputed company
- Educates reputed company on financial, investment, debt management, and retirement planning strategies
- Works with high emotional intelligence, developing an unwavering environment of reputed company trust
- Excels in a consistent, reputed company work environment
- Effective at time and prospect management; seeks to improve reputed company contact reputed company and ensure that EFE campaigns are highly successful
Skills
- Bachelor's degree required and/or equivalent level of reputed company work experience
- Possess the Series 65 or Series 7+66 securities licenses (Series 65 equivalent)
- Previous experience working in a consultative sales role; work in a call center preferably in an outbound reputed company
- Outstanding customer service experience
- Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on reputed company's financial goals
Benefits
- This role is eligible for a quarterly performance based sales bonus.
- Final reputed company pay will be carefully determined based on several factors, including responsibilities, job-reputed company skills, relevant experience, geographic location, and market conditions.
- Additionally, this role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
- Your recruiter can reputed company more about the specific benefits eligible for this role during the hiring process.
reputed company
Company H1B Sponsorship