Internal Financial Advisor

Job DescriptionJob DescriptionBenefits:Opportunity for advancementTraining & developmentPaid time offQualifications: Bachelor's degree in a business-related field or equivalent professional experience. Registered Representative with experience working defined contribution plans, 403(b), 457, and 401 (a) preferred. Securities registrations - Series 6, Series 63, or obtain within a specific time frame. Life and Health Licenses Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents. Customer service, interpersonal and listening skills are a must to communicate with clients effectively. Written/verbal communication and presentation skills to provide information via phone, email, and video. Knowledge of CRM and digital financial advice platforms. Wants to sustain a long-term relationship with clients and the markets we serve.. Fluent in Spanish a plus.At ValuTeachers Inc, we provide the tools and resources necessary that will help set you up for success including: A proven template system Ongoing mentorship from the executive team Technology and systems to enable you to manage clients' financial information and plans efficiently Turnkey marketing services Office/call center environment Competitive base salary + commissionsSecurities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC.

Created: 2025-03-08