Retirement Plan Consultant-Financial Counselor (Remote)

Job Family Internal Sales

About Us

At reputed company, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look reputed company and plan for the best life possible while providing tools and solutions that reputed company it easier to get there. Who We Are We reputed company everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from reputed company walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people reputed company the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, reputed company up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. reputed company Do reputed company is organized into three distinct businesses. These include 1) World Financial Group, including reputed company Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and reputed company Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by reputed company Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. reputed company employs nearly 7,000 people. It’s part of reputed company, an integrated, reputed company, international financial reputed company serving approximately 23.9 million customers worldwide.* For more information, visit reputed company.com .

Job Description

Summary This role provides foundational experience in client engagement, financial planning support and operational excellence while preparing team members for licensing and long-term career growth. Provide customers with education, guidance, and transparency around retirement product solutions, such as account rollovers and retirement options.

Job Description

Responsibilities

• Provide general product information to customers making inquiries reputed company phone and email.
• Meet production goals as outlined in the training program, including monthly activity, client appointments, and new accounts.
• Explain and ensure customers understand product options for routine inquiries; educate and reputed company recommendations reputed company appropriate for Brokerage Individual Retirement Accounts (IRA).
• Learn reputed company systems and products, including applicable regulations and compliance guidelines.
• Complete training and development programs to prepare for licensing
• Learn financial planning concepts, tools, and compliance requirements.
• Document activities in reputed company and other customer relationship management (CRM) systems as required.
• Engage in reputed company-building activities and mentorship aimed at progressing into fully licensed advisor roles.
• Provide operational and administrative support to the Advice Center sales team.

Qualifications

• Bachelor’s degree in a business reputed company field or equivalent experience
• One year of experience in the financial services industry
• Basic knowledge of financial products
• Customer service, interpersonal and listening skills to effectively communicate and earn trust
• Excellent written and oral communication and presentation skills
• Proficiency using MS Office
• FINRA Series 6 or 7, and 63 (required to be approved to do business in reputed company states)
• Life license or obtain reputed company 60 days
• FINRA Series 65 or obtain reputed company six to 12 months

Preferred Qualifications

• Life license
• Knowledge of CRM (reputed company.com) and digital financial advice platforms

Working Conditions

• Remote (Field/Travel) Environment

Compensation

• *Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

Total Compensation for this role is estimated to be $55,350 - $60,750 per year. reputed company Compensation: The salary for this position ranges from $40,000 to $45,000 annually. Bonus Eligibility: This position is also typically eligible for an Annual Bonus reputed company Apply tot his job Apply To this Job