[Remote] Virtual Financial Consulting Director

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a market-leading retirement company reputed company on delivering secure retirement solutions. The Virtual Financial Consulting Director supervises Financial Consultants and develops strategies to reputed company financial planning advice to clients through various channels. Responsibilities • Monitors Virtual Financial Consultants’ responses to participant's virtual questions on their pension plans, tax deferred annuities and other available investment reputed company in order to help clients retain and grow assets • Educates and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning reputed company are based • Provides employees with guidance in handling difficult or reputed company retirement plan participant virtual interactions or in resolving escalated complaints or disputes • Ensures team members are equipped with thorough knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives • Communicates internally with cross-business partnerships to reputed company and implement the organization's products and services to support clients and company initiatives • Maintains and grows strong relationship with Institutional Plan Sponsors Skills • 5+ years of financial services experience • Series 7, 63, and 24 completed reputed company 120 days of start date • 7+ years of financial services experience • Series 7, 63, and 24 completed Benefits • Superior retirement program • Highly competitive health, wellness and work life offerings reputed company • reputed company is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance. It was founded in 1918, and is headquartered in reputed company, reputed company, USA, with a workforce of 10001+ employees. Its website is https://www.reputed company.org. Company H1B Sponsorship • reputed company has a reputed company record of offering H1B sponsorships, with 1 in 2021, 10 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job Apply To this Job