Financial Consultant
A company is looking for a Financial Consultant for a remote position.Key Responsibilities : Provide over the phone guidance to customers on retirement savings optionsEducate customers on available account options like 401K and IRAsFocus on deepening customer relationships with the companyRequired Qualifications : Bachelor's degree or equivalent work experienceMinimum of 1 year experience in sales, preferably inside salesCurrent or ability to obtain FINRA 7 & 63 registrationsProficiency with Microsoft Suite and ability to learn new systems quicklyGood understanding of IRAs, retirement investment products / services, and qualified retirement plans
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA)
The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The Financial Planning Consultant will be responsible for growing this book over tim...
Absence Implementation Consultant
Absence Implementation Consultant. Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medi...
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The Financial Planning Consultant will be responsible for growing this book over tim...
Sr Financial Functional Consultant (Financial Accounting / FDM) - Workday Success Plans
Our team of professionals have a broad and deep understanding of Workday Financials. Financial Accounting and FDM Design. Workday deployments and financials systems. Workday Certification, or ability to certify in, at least one of the following: FDM, Record to Report, Financial Accounting. ...
Consultant, Data Automation & Analytics - Procurement
At Lincoln Financial Group, we love what we do. Free financial counseling, health coaching and employee assistance program. ...
Remote Sales consultant
Remote Sales Consultant Are you tired of being confined to a traditional office setting for your sales career? With Our Agency, you can break free from the shackles of the nine-to-five routine and achieve unparalleled sales success from anywhere in the world! Our Agency has a cutting-edge sales plat...
Senior Financial Functional Consultant-Workday Success Plans, Advisory Consulting
Functional Consultant, you will be responsible for ensuring the successful implementation of Workday's product solutions. We are seeking people who love to help customers overcome Financial technology challenges and who feel rewarded by driving high levels of customer satisfaction. Certified or abil...
Absence Plan Consultant
During these interactions, the Absence Plan Consultant will handle sensitive customer conversations which require strong communication and negotiation skills and absence and STD expertise. Assist in implementation activities with Implementation Consultants. Excellent benefits and wellness programs t...
Principal Financial Implementation Consultant (Healthcare)
The Principal Financial Implementation Consultant will provide Workday product, industry, and implementation expertise by serving as an architect and advisor while ensuring the financial and accounting solutions alignment with other functional areas. As a Principal Functional Consultant, you will pl...
Senior Underwriting Consultant
The Underwriting Senior Consultant reports into FullscopeRMS Underwriting Management and is responsible for the evaluation and selection of risk as well as the establishment of premium levels that ensure the profitable acquisition of new cases and the continued profitable retention of inforce cases ...