Benefits and Planning Consultant
Company: VirtualVocations
Location: Corpus Christi
Posted on: September 20, 2024
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Job Description:
A company is looking for a Benefits and Planning Consultant to
deepen client relationships and provide financial planning support
to executives.
Key Responsibilities
Consult with clients to deliver personalized financial planning and
benefits education
Collaborate with Executive Planning Consultants to implement client
contact strategies and conduct discussions
Identify new business opportunities and enhance existing client
relationships through marketing initiatives
Required Qualifications, Training, and Education
Series 7 and 66 licenses (66 may be obtained within a defined
period of time from hire)
4-year college degree preferred
Industry designations such as Certified Financial Planner and
Certified Equity Professionals are encouraged
Demonstrated knowledge of brokerage, insurance, money management,
estate planning, and retirement planning
Experience in relationship management with a focus on customer
satisfaction
Keywords: VirtualVocations, Corpus Christi , Benefits and Planning Consultant, Professions , Corpus Christi, Texas
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