Job Details

A company is looking for an Outbound Investment Advisor - Bilingual.Key ResponsibilitiesEngage clients through marketing campaigns and outreach programs to encourage productive dialogue and increase client retentionConduct exploratory dialogues to identify client needs and present appropriate financial solutionsEducate clients on financial, investment, debt management, and retirement planning strategiesRequired QualificationsBachelor's degree required and/or equivalent professional work experiencePossess the Series 65 or Series 66 securities licensePrevious experience in a consultative sales role, preferably in an outbound call centerFluency in English and SpanishResults-oriented with a passion for advising clients on their financial goals