Retirement Plan Consultant – Financial Counselor, Series 6 or 7, 63 Required

This is a fully remote position, open to applicants in United States.

📋 Description

• Offer general product information to customers who inquire via phone and email.

• Achieve production targets specified in the training program, including monthly activities, client meetings, and new account creation.

• Clarify and ensure customers comprehend product options for standard inquiries; educate and provide recommendations when suitable for Brokerage Individual Retirement Accounts (IRA).

• Acquire knowledge of all systems and products, including relevant regulations and compliance standards.

• Complete training and development initiatives to prepare for licensing.

• Understand financial planning concepts, tools, and compliance obligations.

• Record activities in Salesforce and other customer relationship management (CRM) systems as needed.

• Participate in skill enhancement activities and mentorship aimed at advancing to fully licensed advisor positions.

• Offer operational and administrative assistance to the Advice Center sales team.

⛳️ Requirements

• Bachelor’s degree in a business-related field or equivalent experience.

• One year of experience in the financial services sector.

• Fundamental understanding of financial products.

• Customer service, interpersonal, and listening abilities to effectively communicate and build trust.

• Outstanding written and verbal communication and presentation skills.

• Proficient in using MS Office.

• FINRA Series 6 or 7, and 63 (required to be authorized to operate in all states).

• FINRA Series 65 or obtain it within six to twelve months.

• Life and Health licenses (required within 60 days of employment).

🏝️ Benefits

• Competitive Pay.

• Bonus for Eligible Employees.

• Benefits Package.

• Pension Plan.

• 401k Match.

• Employee Stock Purchase Plan.

• Tuition Reimbursement.

• Disability Insurance.

• Medical Insurance.

• Dental Insurance.

• Vision Insurance.

• Employee Discounts.

• Career Training & Development Opportunities.

• Health and Work/Life Balance Benefits.

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year (typically aligning with the New York Stock Exchange (NYSE) holidays).

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars.

• Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service at the time of birth, adoption, or foster care placement.

• Adoption Assistance.

• Employee Assistance Program.

• Back-Up Care Program.

• PTO for Volunteer Hours.

• Employee Matching Gifts Program.

• Employee Resource Groups.

• Inclusion and Diversity Programs.

• Employee Recognition Program.

• Referral Bonus Programs.