• Location: Charlotte, North Carolina
  • Type: Direct Hire
  • Job #9438
  • Salary: $68,000 - $71,000 Per Year

Who we are:
A Fortune 500 financial services corporation, with a heritage spanning nearly a century and a half, specializes in a comprehensive suite of investment, insurance, and retirement solutions. Catering to a diverse clientele that ranges from individual investors to corporate entities, the firm is dedicated to forging partnerships that prioritize financial prosperity and security. Through a commitment to innovation and customization, it empowers clients to achieve their financial aspirations both today and, in the years, to come.
 
Here are few examples of the kinds of things you’ll do:

  • Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This will include the retention of assets and offering additional product solutions to our customers.
  • Educate and assist existing and perspective customers who are interested in engaging on their individual investment and risk-based needs. This may include facilitation of any requested transaction or introduce them, when appropriate to another team.
  • Assist in uncovering current or potential retail customer needs
  • Perform other job-related duties and projects as needed.

Qualifications:

  • Active Series 7 and 66 or 63/65
  • Bachelor’s degree or equivalent plus 2+ years’ experience, preferably in the financial services industry
  • Excellent verbal and written communication skills and the ability to establish trust and rapport easily with customers over the phone.
  • Proficiency with computer desktop technology and digital communication mediums.
  • Detailed knowledge and expertise involving retail investments products as well as employer sponsored retirement plans.

Equal Opportunity Employer:
#LI-JN1 Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.

#LI-Remote

Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.

We are uploading your application. It may take a few moments to read your resume. Please wait!