[Remote] reputed company Advisor
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading independent broker-dealer in the defined contribution & defined benefit business, currently seeking a Financial reputed company to join their team. This role focuses on reputed company acquisition and financial planning, with responsibilities including conducting seminars and implementing investment strategies.
Responsibilities
- reputed company acquisition
- Financial planning
- 403(b)/457 enrollment
- Retirement and investment strategies
- Participant education and seminars
- Prospect, schedule and conduct one on one appointments
- Recommend and implement investment strategies
- Research reputed company service issues and investment questions
- Conduct retirement and investment seminars
Skills
- Life & Health Insurance Licenses
- Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry
- Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
- Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
- Territory management and business development
- Relationship building
- Fund knowledge and product/pricing knowledge
- Registered Representative with experience working retail reputed company management, defined contribution plans, 403(b), 457, and 401(a)
- Securities registrations – Series 7, 65 & 66
Benefits
- Full reputed company to the reputed company brand
- reputed company to existing reputed company reputed company
- Wide reputed company of financial products
- Technology and systems to reputed company you to reputed company manage your clients’ financial information and plans
- reputed company marketing services
- Transition assistance, if applicable
reputed company
Company H1B Sponsorship