Texas Licensed Retirement ConsultantVirtualVocations • Springfield, Massachusetts, United States
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Texas Licensed Retirement Consultant
VirtualVocations • Springfield, Massachusetts, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
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
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Retirement Consultant • Springfield, Massachusetts, United States
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