FINRA Licensed Retirement Specialist - Murfreesboro Tennessee

Company: VirtualVocations
Location: Murfreesboro, Tennessee
Posted On: 01/22/2025

A company is looking for a Retirement Plan Specialist I to work remotely and assist clients with their financial challenges.



Key Responsibilities

Learn and understand all products in the assigned specialty area
Explain product options to customers and make recommendations for routine inquiries
Connect customers with other product specialists for multi-product needs


Required Qualifications

Bachelor's degree in a business field or equivalent professional experience
FINRA Series 6, 63, and 65; or Series 7 and 66 at time of hire
Life license (or obtain within 90 days)
One year of experience in the financial services industry
Basic knowledge of financial products related to the assigned specialty area More...

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