Internal Financial Advisor

Qualifications:

• Bachelor's degree in a business-related field or equivalent professional experience.
• Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred.
• Securities registrations - Series 6, Series 63, or obtain within a specific time frame.
• Life and Health Licenses.
• Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents.
• Customer service, interpersonal, and listening skills are a must to communicate with clients effectively.
• Written/verbal communication and presentation skills to provide information via phone, email, video, and chat.
• Knowledge of CRM and digital financial advice platforms.
• Wants to sustain a long-term relationship with clients and the markets we serve.

At ValuTeachers Inc®, we provide the tools and resources necessary that will help set you up for success – including:

• A proven template system
• Ongoing mentorship from the executive team
• Technology and systems to enable you to efficiently manage clients' financial information and plans
• Turnkey marketing services
• Office/call center environment
• First Year $100,000+ (competitive base + commissions)

Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC.