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