Consultant in Business Solutions responsible for gathering requirements and testing for business initiatives. Collaborating with various team members and ensuring successful project execution.
About the role
- Client Outreach Retention Consultant educating clients about investment options and facilitating transfers. In collaboration with National Contact Center to retain clients at risk of leaving.
Responsibilities
- Addresses client questions and assesses the client's financial needs
- Educates on relevant product benefits and provides appropriate solutions
- Receives inbound call transfers from NCC of at risk clients
- Performs outreach calls to identified retention clients
- Refers clients to appropriate solutions based on complexity
Requirements
- 2+ years of financial services experience
- Series 6 or 7 & Series 63 FINRA license
- Life & Health Insurance within 120 days
- University (Degree) preferred
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
Job title
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Degree requirement
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