Job Description
Join a dynamic team where you'll have the opportunity to make a real impact on individuals' financial futures. As a Financial Consultant, you'll provide essential guidance to clients navigating their retirement savings goals, including 401(k) and IRA options. This role is fully remote, offering you the flexibility to work from anywhere.
Key Responsibilities:
Offer phone-based support to clients during pivotal moments, such as starting or ending employment, regarding their retirement accounts.
Discuss various account options and help clients align them with their retirement savings goals.
Educate clients on their retirement plans and compare options to ensure they meet their financial objectives.
Foster strong relationships with clients and enhance their experience with our services.
What We're Looking For:
Bachelor's degree or equivalent combination of education and experience.
At least 1 year of sales experience, preferably in an inside sales role.
Current FINRA licenses or the ability to obtain FINRA 7 & 63 registrations within a designated timeframe.
Motivated and self-starting with the ability to quickly learn new information.
Strong skills in sales, relationship management, and customer service.
Problem-solving abilities and a knack for engaging with customers to offer tailored solutions.
Preferred Qualifications:
Experience with inbound or phone-based sales.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
Ability to quickly learn new systems; familiarity with SalesForce is a plus.
Understanding of IRAs, retirement investment products, and qualified retirement plans.
A growth mindset to help achieve team and company sales goals.
Compensation and Benefits:
Base salary range: $52,000 - $64,000, with opportunities for performance-based incentives.
Comprehensive benefits package including medical, dental, vision, and life insurance.
Retirement savings plan with company matching contributions and financial advisory services.
Tuition reimbursement up to $5,250 per year.
Generous paid time off, including paid volunteer time and parental leave.
Business-casual work environment with flexible attire options.
Access to Business Resource Groups (BRGs) supporting diverse interests and identities.
Additional Information:
This position is remote, but a reliable high-speed internet connection and a suitable home workspace are required.
The role may require office attendance if home work conditions are inadequate.
Equal Opportunity Employer:
We are committed to creating a diverse and inclusive workplace. All qualified candidates are encouraged to apply regardless of age, race, color, national origin, sex, sexual orientation, gender identity, disability, or any other status protected by law.
Employment Type: Full-Time
Salary: $ 52,000.00 64,000.00 Per Year
Job Tags
Full time, Casual work, Remote job, Work from home, Flexible hours,