Texas Licensed Retirement Consultant

A company is looking for a Retirement Income Consultant to work directly with clients on retirement income solutions.

Key Responsibilities

Conducts virtual financial planning meetings with clients preparing for retirement

Handles inbound calls from clients seeking advice on retirement income using investment products

Follows up with clients through outbound calls to address identified retirement income needs

Required Qualifications

Preferred university degree

2+ years of relevant work experience required; 3+ years preferred

Must obtain Series 7 and Series 63 FINRA registrations

Life and Health Insurance License required within 120 days

Experience with retirement planning and financial markets is preferred