Job Description

We are a growing financial consulting firm dedicated to helping individuals and families create a secure financial future. Our mission is to provide smart, customized financial strategies with a focus on retirement planning, wealth preservation, and long-term security. We’re seeking a detail-oriented and driven Financial Consultant who specializes in retirement accounts to join our team. If you have a passion for helping people build a financially stable future while growing your own career, this role is for you. Responsibilities:

• Educate clients on life insurance and other financial protection strategies.
• Conduct financial needs analyses to identify opportunities and tailor recommendations.
• Build and maintain strong client relationships through ongoing service and follow-ups.
• Stay up to date on industry trends, compliance requirements, and product offerings.
• Participate in team meetings, training sessions, and leadership development programs.

Qualifications:

• Strong analytical and quantitative skills with attention to detail.
• Excellent communication and client relationship-building abilities.
• Knowledge of retirement account structures and regulatory compliance.
• Licensing in Life & Health Insurance, Series 6/7/65/66 (preferred but not always required, depending on structure).
• Enterprising mindset with a commitment to professional growth.
• Must have a willingness to obtain proper licensing.

About Company: At Vortica Consulting, we specialize in helping organizations navigate the complexities of today’s fast-evolving business landscape and unlock their full growth potential. Through a unique blend of strategic thinking, advanced analytics, and cutting-edge innovation, we craft tailored solutions that not only address immediate challenges but also position clients for long-term success. Our approach goes beyond traditional consulting; we take the time to deeply understand each client’s unique needs, objectives, and market dynamics. By fostering close partnerships across a wide range of industries, we bring fresh perspectives, actionable strategies, and measurable outcomes that drive meaningful transformation. Whether optimizing business processes, refining growth strategies, or leveraging data to make informed decisions, we are committed to delivering real, lasting impact that empowers organizations to thrive in an ever-changing world.

Job Tags

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