Financial Consultant providing advice to IRA customers for retirement assets. Working with established customer base and growing practice through internal referrals.
Responsibilities
provide point-in-time advice to exiting IRA customers
respond to inbound calls and proactively engage disengaged customers
discuss customer’s current investment situation
know about John Hancock mutual fund products
Requirements
FINRA SIE, Series 6, 63 and 65
FINRA Series 7 and State Insurance Licenses will be required as our product offering expands and for advancement
Bachelor’s degree preferred
1-3+ years of Financial Services experience, preferably in phone and/or sales roles
consistent level of performance and the obtainment of securities licenses and working towards CFP certification will be required
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