Key skills
Sales
About this role
Role Overview
- Deepening relationships with an established base of clients
- Managing time and resources efficiently within a team structure
- Responding to inbound calls and assessing customer needs
- Educating clients on retirement and investment solutions
- Staying informed of market trends and retirement regulations
- Delivering outstanding customer experience while assisting clients
Requirements
- Bachelor’s degree preferred
- 1-3 years of Financial Services experience, preferably in phone and/or sales roles
- FINRA SIE, Series 6, 63 required
- Series 65 required within 6 months of hire date
Benefits
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short
- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans (including pension/401(k) savings plans)
- 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
- 40 hours of sick time