Investment Resource Consultant-Series 7

Location: Charlotte, NC
Date Posted: 02-21-2018
•Our Investment Contact Center (ICC) helps clients succeed financially by providing specialized, world class sales and service expertise to new and existing clients and partners. Our team members are dedicated to owning the quality of every interaction while being available when, where and how our clients and financial advisors need us. Primary Job Responsibilities: Working within a call center environment, responsible for new business development of investment product solutions to prospective clients. Through inbound and outbound call activity, provides education and consultation to assist in determining the most suitable solution to meet the client's needs and objectives.
 
Depending on product type, new business opportunities are referred to the appropriate brokerage channel or maintained by the Investment Resource Consultant for fulfillment. Demonstrates expertise in areas of investments, markets, finance and economic conditions with ability to sell/refer investment and retirement solutions while providing exceptional customer service. Duties include strong client profiling/needs assessment and relationship building skills, attainment of business development objectives, and effective partnering with Financial Advisors and other lines of business. Responsible for effectively managing pipeline reports to deliver exceptional service and meet performance objectives. Remains in compliance with all standards, procedures and regulations. May work on miscellaneous projects as assigned.
 
Hired candidates must have the ability to work an eight shift during business hours of 8:30 AM - 9:30 PM M-F and 10:30 AM - 7:00 PM ESTSaturday as a team members schedule may change over time.New Hires will start their first week of training on April 2nd and complete 6 weeks of Mandatory training. This position can be filled in St. Louis, Mo or Charlotte, NC.
 
Required Qualifications:•6+ months of customer service experience, business development experience, or a combination of both•Successfully completed FINRA Series 7 and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)Desired Qualifications:•Investment industry experience•Financial services sales experience•Contact center experience
 
Job Expectations:•Registration for FINRA Series 66 (or 63 and 65) must be completed within 120 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.•Chartered Retirement Planning Counselor (CRPC) must be obtained within 180 days of hire date
Very competitive salary and benefits!
Great company to work for!
Full relocation package is available!
Don't miss out! Apply now and we'll be in touch immediately with more specific details, salary information and to answer any questions!!

This position does NOT provide sponsorship so please do NOT apply if you require sponsorship.  Thank You

KP Recruiting Group 
"Bringing Talent to the Marketplace"

KP Recruiting Group is a well established and very respected recruiting firm.  We have built a strong reputation as a premier resource for providing highly qualified candidates for our clients.  We are very experienced in many industries and have a wide range of clients.  We will serve as your advocate during your career search!  Let us do the work for you!  There is never a fee for our services!



 
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