Virtual Financial Consultant
📋 Role Overview & Responsibilities
Employer Industry: Financial Services
Why Consider This Job Opportunity
Salary up to $109,000/yr. Opportunity for career advancement and growth within the organization Comprehensive Total Rewards package Hybrid flex position, reporting out of Frisco, Texas a minimum of 3 days a week Chance to work with a leading provider of financial services in various fields Superior retirement program and competitive health, wellness, and work-life offerings
What To Expect (Job Responsibilities)
Provide virtual counseling to clients on a range of financial products and services Educate clients on new product purchases and financial planning decisions Interact with retirement plan participants to provide exceptional customer service Utilize tax and investment strategies to provide tailored financial advice Develop and maintain strong relationships with Institutional Plan Sponsors
What Is Required (Qualifications)
University Degree preferred Minimum of 3 years of work experience required; 5+ years preferred FINRA Registrations: Series 7, Series 63 Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Career Level 7IC
How To Stand Out (Preferred Qualifications)
0-2 years of experience as an Rx Technician or Customer Service Representative in a healthcare-related service
#FinancialServices #CareerGrowth #HybridFlex #CompetitivePay #ClientRelationships
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