Reside within 35-mile radius of grandview heights ohio
Maintain 30 mbps download internet connection
This role delivers extraordinary care to members, partners, and plan sponsors while ensuring compliance with FINRA regulations
Job Summary
This role delivers extraordinary care to members, partners, and plan sponsors while ensuring compliance with FINRA regulations.
The position offers a competitive benefits package including a company-paid pension plan, 401(k) match, and comprehensive medical coverage.
Candidates will participate in an award-winning 5-week training program followed by a hybrid work schedule requiring presence in the office two days per week.
Matching Summary
This role delivers extraordinary care to members, partners, and plan sponsors while ensuring compliance with FINRA regulations.
Salary
Base: $47,151 minimum; Bonus/Equity: Sales incentives possible based on performance goals; Benefits: 401(k) match, pension plan, paid time off
Skills & Requirements
Must-have
Hybrid work schedule with 2 days in office
Reside within 35-mile radius of Grandview Heights Ohio
Maintain 30 mbps download internet connection
Nice-to-have
Natural curiosity and passion for helping people
Ability to build new business relationships
Proactive consultative expertise delivery
Key Requirements
High school diploma required
One year customer service or sales experience
FINRA Series 6 and/or 63 licenses preferred
Must not require employer-sponsored work authorization