Financial Advisor/Guidance Consultant (Hybrid)

TEKsystems•Fort Worth, TX

12d•$63,000 - $65,000•Hybrid

About The Position

This is a hybrid position in Fort Worth, TX, requiring 3 days in-office and 2 days work from home. The role involves managing a balanced workload of client service and business development, with approximately 25% of time dedicated to handling inbound client service requests from a queue and 75% to outbound client engagement campaigns targeting existing "house clients". These campaigns focus on insurance products, reminding clients about Required Minimum Distributions (RMDs), and informing them of eligibility for additional insurance benefits. The core of the role is making outbound calls to existing clients regarding contractual obligations, providing financial consulting, and focusing on financial plans, guidance for managing day-to-day finances, building lifetime assets, and covering areas such as savings/banking, investments/wealth management, and insurance/risk management.

Requirements

Call Center experience
Customer Service Experience
Financial Guidance/Consulting Experience
Outbound experience
FINRA Licenses (Series 7, Series 63, Series 66)
Life and Health insurance licenses
Financial Services background
Financial analysis skills

Nice To Haves

Customer service oriented

Responsibilities

Managed a balanced servicing and business development workload.
Handled inbound client service requests from a queue.
Conducted outbound client engagement campaigns focusing on insurance products, RMD reminders, and additional insurance benefits.
Made outbound calls to existing clients regarding contractual obligations.
Provided financial consulting and focused on financial plans.
Offered guidance on managing day-to-day finances and building lifetime assets.
Advised on savings/banking, investments/wealth management, and insurance/risk management.