Finra Licensed Workplace Consultant 3074092 I.Html
Job Description
Providing guidance on retirement savings options, the full-time remote FINRA Licensed Workplace Consultant will assist customers during key life moments, focusing on employer-sponsored retirement accounts such as 401K and IRA products.
##### Key responsibilities
Offer over-the-phone guidance to customers regarding their retirement accounts during significant life events
Discuss and align available account options with customers' retirement savings goals
Educate customers on their retirement plans and deepen their relationship with Empower
##### Required qualifications
Bachelor's degree or equivalent combination of education and professional experience
Minimum of 1 year experience in performance/goal-oriented roles, preferably in asset growth and retention
Current FINRA licenses or the ability to obtain FINRA 7, 63 & 65 (or 66) registrations within established timelines
Demonstrated relationship management and customer service skills
Motivated self-starter with the ability to learn quickly and independently
Verified Visa Sponsor
More from Virtual Vocations, Inc.
Visa Sponsorship Data
AI Resume Tailoring
Tailor your resume for Finra Licensed Workplace Consultant 3074092 I.Html roles
Reach hiring managers at Virtual Vocations, Inc.
AI Cover Letters for Finra Licensed Workplace Consultant 3074092 I.Html
Generate tailored cover letters, recruiter emails, and LinkedIn messages matched to your resume.
- Tailored to your resume & job
- Cover letters, emails, LinkedIn messages
- Professional tone, your experience
