Remote Consultant - Financial | WFH
Job Overview
We invite you to join our esteemed team as a Financial Consultant, where your contributions will significantly impact the financial trajectories of our clients. In this remote position, you will provide invaluable guidance on retirement savings vehicles such as 401(k) and IRA accounts, empowering clients to make decisions aligned with their long-term aspirations...
Key Responsibilities
Ā Deliver expert consultation via phone, assisting clients with their retirement accounts, including transitions related to employment.
Ā Recommend suitable account options, including 401(k)s and IRAs, tailored to clients' retirement objectives.
Ā Provide educational insights into retirement planning, helping clients compare various options to enhance their savings strategies.
Ā Cultivate and reinforce client relationships through outstanding service and individualized support.
Required Skills
Ā Strong capabilities in sales, relationship management, and customer service.
Ā Excellent communication and problem-solving skills.
Ā Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, etc.).
Ā Familiarity with Salesforce is advantageous.
Ā Understanding of IRAs, retirement investment products, and the overall retirement plan landscape.
Ā A growth-oriented mindset focused on achieving collective sales objectives.
Qualifications
Ā A Bachelor's degree or equivalent professional experience.
Ā A minimum of 1 year of sales experience, ideally in an inside sales capacity.
Ā Possession of current FINRA licenses or the readiness to acquire FINRA 7 & 63 registrations within designated timelines.
Ā A proactive and self-motivated approach, demonstrating adaptability and quick learning.
Career Growth Opportunities
We are dedicated to fostering an environment conducive to professional development and offer avenues for advancement within our organization. Join us to enhance your skills, expand your professional network, and explore a fulfilling career path in financial consulting.
Company Culture and Values
Our company champions an inclusive environment and values the diverse backgrounds of all team members. We prioritize creating a workplace that encourages collaboration and respect, aligning with our mission to make a difference in the financial lives of our clients.
Compensation And Benefits
Ā Competitive base salary range: (52,000 - )64,000.
Ā Incentive compensation linked to sales achievements, allowing for substantial earning potential.
Ā Comprehensive benefits package including medical, dental, vision, and life insurance.
Ā 401(k) plan with generous company matching contributions and financial advisory services.
Ā Tuition reimbursement up to $5,250 annually.
Ā Paid time off encompassing company holidays, floating holidays, and volunteer opportunities.
Ā Access to Business Resource Groups (BRGs) supporting diverse interests and identities.
We are excited to welcome individuals who are passionate about making significant contributions to our clients' financial futures. If you are ready to embark on a rewarding career path in a supportive and dynamic environment, we encourage you to apply.
Employment Type: Full-Time
Apply Now
We invite you to join our esteemed team as a Financial Consultant, where your contributions will significantly impact the financial trajectories of our clients. In this remote position, you will provide invaluable guidance on retirement savings vehicles such as 401(k) and IRA accounts, empowering clients to make decisions aligned with their long-term aspirations...
Key Responsibilities
Ā Deliver expert consultation via phone, assisting clients with their retirement accounts, including transitions related to employment.
Ā Recommend suitable account options, including 401(k)s and IRAs, tailored to clients' retirement objectives.
Ā Provide educational insights into retirement planning, helping clients compare various options to enhance their savings strategies.
Ā Cultivate and reinforce client relationships through outstanding service and individualized support.
Required Skills
Ā Strong capabilities in sales, relationship management, and customer service.
Ā Excellent communication and problem-solving skills.
Ā Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, etc.).
Ā Familiarity with Salesforce is advantageous.
Ā Understanding of IRAs, retirement investment products, and the overall retirement plan landscape.
Ā A growth-oriented mindset focused on achieving collective sales objectives.
Qualifications
Ā A Bachelor's degree or equivalent professional experience.
Ā A minimum of 1 year of sales experience, ideally in an inside sales capacity.
Ā Possession of current FINRA licenses or the readiness to acquire FINRA 7 & 63 registrations within designated timelines.
Ā A proactive and self-motivated approach, demonstrating adaptability and quick learning.
Career Growth Opportunities
We are dedicated to fostering an environment conducive to professional development and offer avenues for advancement within our organization. Join us to enhance your skills, expand your professional network, and explore a fulfilling career path in financial consulting.
Company Culture and Values
Our company champions an inclusive environment and values the diverse backgrounds of all team members. We prioritize creating a workplace that encourages collaboration and respect, aligning with our mission to make a difference in the financial lives of our clients.
Compensation And Benefits
Ā Competitive base salary range: (52,000 - )64,000.
Ā Incentive compensation linked to sales achievements, allowing for substantial earning potential.
Ā Comprehensive benefits package including medical, dental, vision, and life insurance.
Ā 401(k) plan with generous company matching contributions and financial advisory services.
Ā Tuition reimbursement up to $5,250 annually.
Ā Paid time off encompassing company holidays, floating holidays, and volunteer opportunities.
Ā Access to Business Resource Groups (BRGs) supporting diverse interests and identities.
We are excited to welcome individuals who are passionate about making significant contributions to our clients' financial futures. If you are ready to embark on a rewarding career path in a supportive and dynamic environment, we encourage you to apply.
Employment Type: Full-Time
Apply Now