Retirement & Financial Solutions Consultant

A financial services organization in Charlotte, NC is seeking a Financial Services Consultant to support participants with retirement plans, investments, and insurance products. The role involves providing excellent customer service over the phone, executing transactions, and maintaining detailed records. Candidates should demonstrate clear communication skills, a customer-focused mindset, and the ability to handle multiple tasks. An associate's degree is preferred, and banking or call center experience is beneficial.

This role is ideal for those eager to learn in a structured environment.
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