Individual Financial Consultant
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At a glance
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Job overview
Insight Global is hiring an Individual Financial Consultant. The Individual Financial Consultant (IFC) provides retirement education and advice to clients and prospects. This role helps individuals navigate and advise on qualified and non-qualified product and investment needs. The consultant primarily fields inbound calls and follows up with clients and prospects, focusing on asset growth, plan advice, referrals, and client satisfaction. The IFC also handles administrative tasks related to closing education and growth opportunities.
Key focus areas include Provide retirement education and advice to clients and prospects, Field inbound calls and conduct follow‑up with clients and prospects, and Drive asset growth and deliver applicable plan advice.
Important skills include Series 7, Series 63 or 66, and Life and Health Insurance License.
Skills & qualifications
Skills
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Benefits
Full job description
Job Description
The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. The IFC helps individuals navigate and, where appropriate, provide advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of their time fielding inbound calls and the remainder of their time on follow up to clients and prospects. The role is responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good client experience. In addition to their sales responsibilities, the consultant performs many of the administrative functions related to following up and closing both education and growth related opportunities.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
Series 7
Series 63 or 66
Life and Health Insurance License (Resident State)
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