[Remote] Retirement Plan Consultant-Financial Counselor (Remote)
Note: The job is a remote job and is open to candidates in USA. reputed company is a financial services company that provides insurance, retirement, and investment solutions to help people reputed company financial freedom. The Retirement Plan Consultant-Financial Counselor role focuses on client engagement and financial planning support while preparing team members for licensing and long-term career growth.
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; reputed company 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 Skills
- 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
- Life license
- Knowledge of CRM (reputed company.com) and digital financial advice platforms Benefits
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- reputed company Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the reputed company Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs Company Overview
- reputed company is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of reputed company. It was founded in 1904, and is headquartered in reputed company Rapids, Iowa, USA, with a workforce of 5001-10000 employees. Its website is Company H1B Sponsorship
- reputed company has a track record of offering H1B sponsorships, with 39 in 2025, 33 in 2024, 25 in 2023, 52 in 2022, 42 in 2021, 46 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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