Retirement Solutions Consultant

2 weeks ago


Phoenix, Arizona, United States Soteriare Full time

Retirement Solutions Consultant - Remote Opportunity

Role Overview: This position is designed for individuals who are passionate about guiding clients through their retirement planning journey. As a Retirement Solutions Consultant, you will play a pivotal role in enhancing customer loyalty and ensuring that our retirement plan participants make informed decisions regarding their financial futures.

Key Qualifications:

  • Possession of Series 7 and Series 63 licenses is mandatory.
  • Series 66 must be obtained within 90 days of joining.
  • A minimum of 2 years in a customer service or sales environment is preferred.
  • Familiarity with tax-exempt retirement products is highly advantageous.
  • Experience in a call center setting is beneficial.
  • Proven track record of delivering outstanding customer service.

Core Responsibilities:

Your role will involve:

  • Educating new participants about their workplace retirement plans, including matching contributions and investment strategies.
  • Assisting clients with inquiries regarding the consolidation of previous retirement accounts and providing tailored solutions.
  • Conducting needs-based analyses to identify suitable retirement solutions for participants.
  • Utilizing available resources to enhance clients' retirement readiness.
  • Applying consultative selling techniques to foster relationships and grow assets.
  • Communicating Fidelity's viewpoints to clients to enhance their understanding of retirement planning.
  • Collaborating with fellow Retirement Solutions Consultants to address complex client needs.

Impact on the Organization:

Your contributions will significantly influence our clients' retirement preparedness, driving increased engagement and participation in retirement plans. By fostering a culture of financial awareness, you will help clients take proactive steps towards securing their financial futures.

Company Overview: At Soteriare, we are dedicated to making financial expertise accessible and effective, empowering individuals to achieve their desired lifestyles. We pride ourselves on fostering a diverse and inclusive workplace that values the unique perspectives and experiences of our associates.

Certifications Required: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (to be completed within 90 days of hire).



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