Advisor Service Consultant
: Job Details :

Partner with the Distribution team to enhance the post-sale advisor experience and provide ongoing advisor support. Cultivate and manage internal resources and relationships within an assigned territory to advance service outcomes and build advisor loyalty. Job Description Responsibilities. Respond to field advisor and Distribution team inquiries related to existing business. Assist advisors with research and resolution of service escalations. Work with advisors and plan sponsors to position and review existing plans (e.g. annual plan reviews, web based reports, web demos/functionality). Support benchmarking, RFP, and plan changes. Establish and maintain a thorough understanding of company products and internal/external processes to meet advisor needs. Qualifications. Associate's degree in finance, business or relevant field, or equivalent experience. Two years of financial call center experience, or one year working with group retirement plans. FINRA series 6 or 7, and 63 (or obtain w...Advisor, Consultant, Service, Diversity, Business Partner, Retail, Program