Retirement Income Consultant
Not Disclosed•Full-TimeOn-site
location_onNorth Torrence Street, Elizabeth, Charlotte, Mecklenburg County, North Carolina, 28204, United States
About the Role
The Retirement Income Consultant works directly with clients to recommend and implement a variety of retirement income solutions designed to meet their specific needs. Under general supervision, this role supports clients by incorporating the organization's suite of income-oriented advice and education tools, alongside utilizing a broad range of distribution and lifetime income options.
Company Culture
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters.
Equal Opportunity Statement
Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.
Accessibility & Privacy
If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: insightglobal.com.
Work location
Work model: On-site
North Torrence Street, Elizabeth, Charlotte, Mecklenburg County, North Carolina, 28204, United States
Charlotte, North Carolina
Key Responsibilities
- check_circleWork directly with clients to recommend retirement income solutions
- check_circleImplement retirement income solutions designed to meet client needs
- check_circleUtilize the organization's distribution and lifetime income options
- check_circleIncorporate the organization's income-oriented advice and education tools
Requirements
- verifiedSeries 7
- verifiedSeries 63 or 66
- verifiedLife and Health Insurance License
- verified2+ years of client-facing experience in retirement planning/advising
- verified3+ years in a financial services environment
- verifiedBachelor's Degree
Similar Job Opportunities
Skills, education and keywords
Skills: Series 7, Series 63, Series 66, Life And Health Insurance License, Retirement Planning, Advising, Financial Services.
Education: Bachelor's Degree required.
Frequently asked questions about Retirement Income Consultant at Insight Global
What does a Retirement Income Consultant at Insight Global do?expand_more
A Retirement Income Consultant at Insight Global is responsible for the following: Work directly with clients to recommend retirement income solutions; Implement retirement income solutions designed to meet client needs; Utilize the organization's distribution and lifetime income options; and Incorporate the organization's income-oriented advice and education tools.
What are the requirements for this Retirement Income Consultant role?expand_more
Insight Global is looking for candidates who meet the following requirements: Series 7; Series 63 or 66; Life and Health Insurance License; 2+ years of client-facing experience in retirement planning/advising; 3+ years in a financial services environment; and Bachelor's Degree.
Where is the Retirement Income Consultant role at Insight Global located?expand_more
Retirement Income Consultant at Insight Global is based in North Torrence Street, Elizabeth, Charlotte, Mecklenburg County, North Carolina, 28204, United States. This is a on-site role.
Is this Retirement Income Consultant job remote, hybrid, or on-site?expand_more
Insight Global has listed this Retirement Income Consultant role as on-site.
How much experience is required for this Retirement Income Consultant role?expand_more
Retirement Income Consultant at Insight Global typically requires 2+ years of relevant experience at the mid level level.
What skills do you need for the Retirement Income Consultant role at Insight Global?expand_more
Key skills for Retirement Income Consultant at Insight Global include Series 7; Series 63; Series 66; Life And Health Insurance License; Retirement Planning; Advising; and Financial Services.
What education is required for Retirement Income Consultant at Insight Global?expand_more
Educational requirements for this role: Bachelor's Degree required.
What category does the Retirement Income Consultant role belong to?expand_more
Retirement Income Consultant at Insight Global is part of the accounting & finance job category on Recrutus.