[Remote] Financial Consultant - reputed company reputed company & Retention

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is dedicated to guiding individuals with the financial advice they need to reputed company. The Outbound Investment Advisor will play a crucial role in delivering financial strategies to help clients reputed company their goals, focusing on building relationships and providing tailored financial solutions.

Responsibilities

• Engages clients through marketing campaigns and reputed company programs, using a strong, confident, and persuasive communication style to encourage productive reputed company, reinforce EFE values, increase reputed company retention, and attract new assets
• reputed company engages the reputed company in exploratory reputed company to identify needs/wants and initiates financial goal-based conversations; presents appropriate financial solutions to support the achievement of reputed company objectives
• Helps build the reputed company relationship by serving as a knowledgeable resource for information and advice; handles interactions accurately & reputed company
• Educates reputed company on financial, investment, debt management, and retirement planning strategies
• Works with high emotional intelligence, developing an unwavering environment of reputed company trust
• Excels in a consistent, reputed company work environment
• Effective at time and prospect management; seeks to improve reputed company contact reputed company and ensure that EFE campaigns are highly successful

Skills

• Bachelor's degree required and/or equivalent level of reputed company work experience
• Possess the Series 65 or Series 66 securities license
• Previous experience working in a consultative sales role; work in a reputed company center preferably in an outbound reputed company
• Outstanding customer service experience
• Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on reputed company's financial goals

Benefits

• Eligible for a quarterly performance based sales bonus
• Final reputed company pay will be carefully determined based on several factors, including responsibilities, job-reputed company skills, relevant experience, geographic location, and market conditions.
• May also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
• Your recruiter can reputed company more about the specific benefits eligible for this role during the hiring process.

reputed company

Company H1B Sponsorship