Retirement Consultant (Winston Salem, NC)

Retirement Consultant (Winston Salem, NC)

16 Apr 2024
North Carolina, Winston-salem 00000 Winston-salem USA

Retirement Consultant (Winston Salem, NC)

Vacancy expired!

We are seeking a Retirement Consultant to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

Advise clients on investment strategies and other financial decisions

Assess clients' assets, liabilities and overall financial conditions

Prepare presentations that recommend various financial products

Review and communicate portfolio performances to clients

Network and build relationships with new and existing client base

Qualifications:

No previous experience

Familiarity with computers

Willingness to learn

Ability to build rapport with clients

Strong analytical and critical thinking skills

Excellent written and verbal communication skills

The benefits of working for Triad Life & Retirement:

F/T & P/T opportunities available

No experience necessary

Work from Home or anywhere in the USA

Make your own schedule

No quota requirements

Extensive training provided

Job Details

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