Financial Planning and Analysis

• Provides retirement education and advice to the organization's clients and prospects
• Helps individuals navigate and, where appropriate, provides advice related to qualified and non-qualified product and investment needs
• Responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good client experience
• Takes inbound calls from both internal partners and clients to help identify product and investment needs
• Determines where client has a need and create or manage associated opportunity to a won or lost sale
• Provides advice or educates clients related to investment, advice, product concerns related to individual retirement accounts (IRAs), retirement (pension enrollments), after tax annuities (ATA), retirement planning, and retirement income
• Possesses solid understanding of the organization’s digital new account opening requirements and processes to assist clients through this process
• Develops and maintains a pipeline of sales opportunities to ensure clients complete all steps to open and fund an account, including helping clients with funding, rollovers, not in good orders (NIGOs) or any other barriers to establishing an account
• Meets or exceeds several goals that have a direct impact on client acquisition and retention including but not limited to: referral generation, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity

Financial Consultant, Multi-lingual – Spanish

Job Level

About the role

Requirements