Financial Services Specialist
3 weeks ago
We are seeking a highly skilled Financial Services Specialist to join our team at Financial & Realty Services, LLC. This is a fantastic opportunity for a motivated individual to provide exceptional retirement plan expertise to clients.
About the Role
- As a Financial Services Specialist, you will be responsible for providing education and guidance to clients on their retirement plans, including analysis of individual risk assessment and advice on asset allocation options.
- You will also be responsible for calculating retirement projections for clients and providing counsel on results.
- In addition, you will build strategic relationships with field specialists and program directors to support business unit sales goals.
Requirements
- A Bachelor's degree in business, finance, communications, marketing or a related field.
- Maryland Life & Health; FINRA Series 6, 63 and 65 licensed.
- A minimum of two years' experience in a relationship/sales-driven position, preferably in a sales call center environment and financial services background.
Estimated Salary: $60,000 - $80,000 per year, depending on experience.
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