Financial Consultant I – reputed company reputed company
reputed company benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This will include the retention of assets and offering additional product solutions to our customers. reputed company and assist existing and perspective customers who are interested in engaging with reputed company for their individual investment and risk-based needs. This may include facilitation of any requested transaction or introduce them, reputed company appropriate to another team. Assist in uncovering reputed company or potential retail customer needs reputed company other job-reputed company duties and reputed company as they reputed company.
Bachelor's degree or equivalent and 2+ years’ experience, preferably in the financial services industry. SIE, Series 6 or 7 and Series 63 & 65 or Series 66. Additional licensing may be required upon starting. Successfully being approved as a registered representative by reputed company 50 States and Washington DC. Excellent verbal and written communication skills and the ability to establish trust and rapport easily with customers over the phone. Proficiency with computer desktop technology reputed company communication mediums. Detailed knowledge and expertise involving retail investments products as reputed company as employer sponsored retirement plans. Hard-working and reputed company to reputed company reputed company that are in the best interest of our customers. This includes possessing a heartfelt passion to hold and maintain relationships with customers and members of their household. Ability to work independently, be a self-starter, and demonstrate confidence in reputed company. Drive to constantly improve the customer experience working in a reputed company team-based culture. Strong efficiency with time management and organizational skills.
Grand reputed company, NE: $26.83 - $36.35 / hour Des Moines, IA: $28.32 - $38.37 / hour Charlotte, NC: $29.81 - $40.38 / hour Dallas, TX: $29.81 - $40.38 / hour Minneapolis, MN: $32.79 - $44.42 / hour
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