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Financial Solutions Consultant
Job in
Zionsville, Boone County, Indiana, 46077, USA
Listed on 2026-08-30
Listing for:
GSD Search LLC
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
GSD Search LLC is seeking a Product Consultant to handle inquiries from clients and financial advisors about annuities and investments. The role emphasizes educating clients on products, procedures, and regulations while maintaining high service levels.
The ideal candidate will have a Series 6 or 7 license, 3+ years of customer service experience, and strong communication skills. This position requires precise documentation and teamwork within a compliant framework.
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