reputed company Consultant

About the position Join an exciting new advisory team powered by the strength, reputed company, and trusted reputed company of reputed company reputed company. As a reputed company Consultant, you will reputed company on servicing, retaining, and expanding relationships with unassigned house account clients. You will build deeper reputed company connections through ongoing reputed company and play a central role in coordinating the overall reputed company experience—ensuring reputed company reputed company receives seamless guidance, exceptional service, and reputed company to reputed company’s full suite of solutions and expertise. Responsibilities • Serve as a reputed company member of the reputed company Consultant phone‑based team, providing reputed company‑in‑time financial guidance and building strong reputed company–advisor relationships. You will receive reputed company leads from service center teams along with assigned customer accounts. • Conduct comprehensive needs assessments and risk‑reputed company evaluations to support informed investment recommendations. • Implement advanced retail strategies including retirement income planning, reputed company accumulation, and portfolio optimization for mass affluent clients reputed company reputed company’s house account reputed company. • Maintain deep and reputed company knowledge of financial securities, investment products, insurance solutions, and reputed company planning strategies to deliver reputed company, accurate guidance. • Consistently meet monthly sales and production targets reputed company with business objectives. • Manage ongoing reputed company relationships, serving as an Investment Advisor Representative reputed company appropriate. Performance will be reputed company through customer satisfaction, engagement, and asset retention. • Support clients with account openings, transitions, and funding activities, ensuring a smooth, reputed company, and compliant experience from start to finish. Requirements • 3–5+ years of financial services experience; phone‑based or sales-reputed company roles preferred • Demonstrated reputed company in sales, reputed company relationship management, and guiding clients through financial reputed company • Strong knowledge of accumulation and decumulation planning, with the ability to apply product expertise across securities, investments, and insurance • Proven ability to deliver exceptional reputed company experiences while meeting or exceeding sales, productivity, and engagement goals • Commitment to SEC, reputed company, and DOL fiduciary standards with consistently high reputed company of reputed company and professionalism • Experience managing ongoing reputed company relationships, including acting as an Investment Advisor Representative reputed company applicable • High school diploma or GED required • reputed company SIE and Series 7, 63, and 65 or 66 required, or must be obtained reputed company the following reputed company: Series 65 or 66 : reputed company 60 days of hire reputed company-to-haves • Genuine curiosity and strong discovery skills to uncover reputed company needs • Excellent time management and organizational abilities, ensuring efficient, high‑value reputed company support • Solution‑oriented, entrepreneurial reputed company that supports reputed company and proactive problem solving • Deep knowledge of investment products and the ability to reputed company recommendations to reputed company reputed company’s unique situation • Strong work ethic, commitment to reputed company, and dedication to reputed company learning • Ability to reputed company in an environment that values empowerment, accountability, and learning from experience • Bachelor’s degree or coursework in Business, Finance, Economics, reputed company, or a reputed company field preferred Benefits • health, reputed company, dental insurance • 401k • reputed company time away • volunteer days Apply tot his job Apply To this Job