Tax Client Serving Contractor - Financial Planner & Counselor - Secauc

Company Name:
Salary period: Annual
We currently have a contract opportunity for a Financial Planner & Counselor to apply exceptional customer service skills in educating and providing objective financial planning guidance to clients, primarily via phone in a call center environment.
In this position, the successful candidate will gain extensive training with the latest technology and will become a member of a growing team that provides this service to many organizations and employees. This position also offers a flexible, professional and team-oriented working culture that fosters both financial planning and personal development.
Primarily via phone in a call center environment, provide financial counseling on a number of topics including retirement planning, education funding, benefit plans, and tax planning, and build relationships with clients without selling products.
To qualify, candidates must have:
ΓΆΒ ΒΆ a bachelor's degree (concentration in accounting, finance, economics or a related field preferred)
ΓΆΒ ΒΆ excellent interpersonal, analytical, and problem-solving ability
ΓΆΒ ΒΆ strong customer service skills
ΓΆΒ ΒΆ high written and verbal communication proficiency
ΓΆΒ ΒΆ a commitment to learning in a tax and financial planning technology environment
ΓΆΒ ΒΆ proficiency in technology applications
ΓΆΒ ΒΆ Series 65 (or the ability to obtain it within a reasonably mandated period of time)

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