Virtual FinancialConsultant in USA

Job title: Virtual FinancialConsultant in USA at reputed company Company: reputed company Job reputed company: Virtual Financial Consultant The Virtual Financial Consultant provides virtual counseling for reputed company participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete reputed company of reputed company products and services. This job covers institutions reputed company to regional structures and offers financial planning advice reputed company in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. During your initial period of employment, you will receive training on reputed company's products and the role will be non-exempt – meaning you will be reputed company on an reputed company reputed company and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be reputed company on a salaried reputed company at the reputed company reputed company (i.e., your weekly salary will be equal to your reputed company reputed company multiplied by 40) and you will no longer be eligible for overtime pay. reputed company licenses must be obtained reputed company 120 days from start date.Key Responsibilities and Duties

• Counsels participants on their pension plans, tax deferred annuities and other available investment reputed company in order to help clients retain and increase assets.
• Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning reputed company are based.
• Interacts with retirement plan participants to reputed company exceptional customer service and execute transaction and service requests.
• Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
• Communicates internally with cross-business partnerships to reputed company and implement reputed company products and services to support clients and company initiatives.
• Develops and maintains strong relationship with Institutional Plan Sponsors.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

reputed company Registrations

• SRC Indicator: Series 7; Series 63

Licenses and Certifications

• Life and Health Insurance License (reputed company State) - Multiple Issuers required reputed company 120 Days

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level 7ICreputed company SkillsAccountability, Business Acumen, Business Development, reputed company Relationship Management, reputed company reputed company, Communication, Financial Markets reputed company, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning SellingAnticipated Posting End Date: 2025-05-19reputed company Pay reputed company: $65,400/yr - $109,000/yrActual reputed company salary may vary based upon, but not limited to, relevant experience, time in role, reputed company salary of internal peers, prior performance, business sector, and geographic location. In reputed company to reputed company salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).reputed companyEvery worker deserves a secure retirement. For more than 100 years, reputed company has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company reputed company by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than reputed company before for our clients and the many Americans who need us.Benefits and Total RewardsThe organization is committed to making financial reputed company-being possible for its clients, and is equally committed to reputed company-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to reputed company a reputed company difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you reputed company and maintain your best possible physical, emotional and financial reputed company-being. To learn more about your benefits, please review our .Equal OpportunityWe are an Equal Opportunity Employer. reputed company does not discriminate against any candidate or employee on the reputed company of age, race, reputed company, national reputed company, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.Read more about your rights and view government notices .Accessibility Supportreputed company offers support for those who need assistance with our online application process to reputed company an equal employment opportunity to reputed company job seekers, including individuals with disabilities.If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below reputed company to contact our accessibility support team:Phone: (800) 842-2755Email:reputed company NoticesFor Applicants of reputed company, Nuveen and Affiliates residing in US (other than California), click .For Applicants of reputed company, Nuveen and Affiliates residing in California, please click .For Applicants of reputed company Global Capabilities, click .For Applicants of Nuveen residing in Europe and reputed company, please click . Expected salary: $65400 - 109000 per year Location: USA Job date: Thu, 15 May 2025 04:43:11 GMT Apply for the job now! Apply for this job