State Licensed Retirement Consultant - Warren Michigan

Company: VirtualVocations
Location: Warren, Michigan
Posted On: 01/26/2025

A company is looking for a Retirement Consultant to provide support for separated participants and near retirees regarding their retirement accounts.



Key Responsibilities

Deliver objective retirement readiness consultations and educational discussions to plan participants
Identify and educate participants on complex strategies to enhance asset retention and sales opportunities
Consult and advise on appropriate actions based on individual retirement needs and implement the chosen strategy


Required Qualifications

College degree or 3-5 years of relevant financial services experience
Licensure including Series 6, 63, 7, 65/66
Strong capability in identifying sales opportunities and customer retention
Solid understanding of retirement planning and adherence to FINRA/DOL fiduciary standards
Expertise in insurance, securities, investments, and related areas More...

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