FINRA Licensed Financial Consultant - Riverside California

Company: VirtualVocations
Location: Riverside, California
Posted On: 02/05/2025

A company is looking for a Financial Consultant to provide guidance on retirement savings options to customers.



Key Responsibilities

Provide over-the-phone guidance to customers regarding their employer-sponsored retirement accounts during key life moments
Discuss available account options, such as 401K and IRAs, to align with customers' retirement savings goals
Educate customers on their retirement plans and compare options to best support their savings objectives


Required Qualifications

Bachelor's degree or equivalent combination of education and professional work experience
Minimum of 1 year experience in sales, preferably inside sales
Current FINRA licenses or ability to obtain FINRA 7 & 63 registrations
Motivated self-starter with the ability to learn new information quickly
Demonstrated sales and relationship management experience More...

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