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Remote Retirement Planner - FINRA Licensed, Client Guidance
Remote / Online - Candidates ideally in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-06-07
Phoenix, Maricopa County, Arizona, 85003, USA
Listing for:
Soteria Reinsurance Ltd.
Remote/Work from Home
position Listed on 2026-06-07
Job specializations:
-
Entertainment & Gaming
Customer Service Rep
Job Description & How to Apply Below
Soteria Reinsurance Ltd. is seeking a Retirement Planner to join their team in Phoenix, AZ. This remote role requires candidates to live within 90 miles of the Greater Phoenix area and necessitates Series 7 and Series 63 licenses, with Series 66 required within 90 days of hire.
The ideal candidate will have over 2 years of experience in customer service or sales, and knowledge of tax-exempt retirement products is highly desirable. This role is crucial for enhancing customer retirement readiness and loyalty.
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