Financial Advisor

TEKsystems • Fort Worth, TX

27d • $63,000 - $65,000 • Hybrid

About The Position

Call center Managed a balanced servicing and business development workload, dedicating approximately 25% of time to handling inbound client service requests from a que and 75% to outbound client engagement campaign, all "house clients" These campaigns primarily focus on insurance products but also include other initiatives, such as reminding clients to take their Required Minimum Distributions (RMDs) or informing them of eligibility for additional insurance benefits they have paid for. The core of their role involves making outbound calls to existing clients regarding contractual obligations. Giving financial consulting and focusing on financial plans Guidance managing day-today finances, building lifetime assets Savings/banking, investments/wealth management, insurance/risk management

Requirements

• Call Center experience
• FINRA series license
• Series 7
• Series 63
• Series 66
• Life and Health license
• Financial Services experience
• Financial analysis skills
• Customer service skills
• Customer service oriented
• Investment management experience
• Financial Guidance/Consulting Experience
• Outbound experience

Responsibilities

• Handling inbound client service requests from a queue
• Outbound client engagement campaigns focusing on insurance products
• Reminding clients to take their Required Minimum Distributions (RMDs)
• Informing clients of eligibility for additional insurance benefits
• Making outbound calls to existing clients regarding contractual obligations
• Providing financial consulting and focusing on financial plans
• Guidance managing day-to-day finances
• Building lifetime assets
• Assisting with savings/banking
• Assisting with investments/wealth management
• Assisting with insurance/risk management

Benefits

• 15% ESOP
• 5-7% bonus
• Option to contribute to a 401k account
• 16 Days of Paid Time Off
• 10 holidays
• 2 floating PTO days every year
• Full health, vision & dental coverage

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed