FINRA Licensed Financial Consultant at VirtualVocations

A company is looking for a Financial Consultant to join their Retirement Plan Advisory Team (RPAT).Key ResponsibilitiesProvide over-the-phone guidance to customers regarding their employer-sponsored retirement accounts during key life momentsDiscuss and educate customers on available account options, including 401K and IRAs, to support their retirement savings goalsFocus on deepening customer relationships with the companyRequired QualificationsBachelor's degree or equivalent combination of education and professional experienceMinimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retentionCurrent FINRA licenses or ability to obtain FINRA 7, 63 & 65 (or 66) registrations within established timelinesMotivated self-starter with the ability to learn new information quickly and independentlyDemonstrated relationship management and customer service skills