Key skills
Sales
About this role
Role Overview
- Provide point-in-time advice to existing IRA customers
- Respond to inbound calls and contact clients for account and investment reviews
- Follow up on leads to acquire new clients
- Recommend retirement strategies and investment product recommendations
Requirements
- FINRA SIE, Series 6, 63 and 65 required
- FINRA Series 7 and State Insurance Licenses will be required as our product offering expands
- Bachelor’s degree preferred
- 1-3+ years of Financial Services experience, preferably in phone and/or sales roles
- CRPC designation a plus
Benefits
- health, dental, mental health, and vision insurance
- short
- and long-term disability insurance
- life and AD&D insurance coverage
- adoption/surrogacy assistance
- wellness benefits
- employee/family assistance plans
- various retirement savings plans (including pension/401(k) savings plans and global share ownership plan with employer matching contributions)
- financial education and counseling resources
- up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time