ValuTeachers
Internal Financial Advisor
ValuTeachers, Ponte Vedra Beach, Florida, United States,
Benefits:
Bonus based on performance
Company parties
Opportunity for advancement
Training & development
Qualifications.:
Bachelor's degree in a business-related field or equivalent professional experience.
Prefer experience working with defined contribution plans, 403(b), 457, and 401 (a).
Must have an active Life License.
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, video, and chat.
Knowledge of CRM and digital financial advice platforms.
Wants to sustain a long-term relationship with clients and the markets we serve.
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 your clients' financial information and plans efficiently
Turnkey marketing services
Office/call center environment
Competitive base salary + commissions
Securities are offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC.
Bonus based on performance
Company parties
Opportunity for advancement
Training & development
Qualifications.:
Bachelor's degree in a business-related field or equivalent professional experience.
Prefer experience working with defined contribution plans, 403(b), 457, and 401 (a).
Must have an active Life License.
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, video, and chat.
Knowledge of CRM and digital financial advice platforms.
Wants to sustain a long-term relationship with clients and the markets we serve.
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 your clients' financial information and plans efficiently
Turnkey marketing services
Office/call center environment
Competitive base salary + commissions
Securities are offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC.