Individual Financial Consultant Multi-lingual (Spanish)

Job description

Individual Financial Consultant Multi-lingual The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. This job helps individuals navigate and, where appropriate, provides advice related to qualified and non-qualified product and investment needs. Working under general supervision, this job is responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good client experience. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties: - 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...