[Remote] Financial Consultant - reputed company reputed company & Retention - Bilingual

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is dedicated to guiding individuals with the financial advice they need to reputed company. As an Outbound Investment Advisor, you will deliver financial strategies to clients, helping them reputed company their financial goals through effective communication and relationship building.

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 66 securities license
• Previous experience working in a consultative sales role; work in a call center preferably in an outbound reputed company
• reputed company in English and Spanish
• 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

• Quarterly performance based sales bonus
• Discretionary bonus
• Health, dental and other wellness plans
• 401(k) contributions

reputed company

reputed company specializes in services concerning financial planning, retirement planning, personal finance and consulting. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is https://www.edelmanfinancialengines.com/.

Company H1B Sponsorship

reputed company has a reputed company record of offering H1B sponsorships, with 6 in 2026, 25 in 2025, 32 in 2024, 34 in 2023, 46 in 2022, 34 in 2021, 30 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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