FINRA Licensed Workplace Planning Consultant

A company is looking for a Workplace Planning Consultant to support customers with their retirement savings goals. Key Responsibilities Provide guidance over the phone regarding employer-sponsored retirement accounts during key life moments Discuss available account options, including 401K and IRAs, to support customers' retirement savings goals Educate customers on their retirement plans and deepen their relationship with the company Required Qualifications Bachelor's degree or equivalent combination of education and professional experience Minimum of 1 year experience in performance/goal-oriented roles related to asset growth and retention Current FINRA licenses or ability to obtain FINRA 7, 63 & 65 (or 66) registrations within established timelines Motivated self-starter with the ability to learn quickly and independently Demonstrated relationship management and customer service skills