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Investment Consultant

AthenPollo LLC
St. Louis, Missouri, United States
October 18, 2018


AthenPollo is looking for an Investment Consultant to support a leading financial client. This is a Full Time position based in St Louis, MO. Security, Satisfaction, flexible working hours and Happiness, come along with a handsome package!

Job Title: Investment Consultant

Job Type: Full-time Permanent

Location: St Louis, MO

Required Education: Bachelor’s Degree.

Required Experience: 1 to 3 years.

Job Responsibilities:

• Working within a call center environment, responsible for new business development of Client's investment product solutions to prospective clients. Through inbound and outbound call activity, provides education and consultation to assist in determining the most sui client solution to meet the client's needs and objectives. Depending on client product type, new business opportunities are referred to the appropriate brokerage channel or maintained by the Investment Resource Consultant for fulfillment. Demonstrates expertise in areas of investments, markets, finance and economic conditions with ability to sell/refer investment and retirement solutions while providing exceptional customer service. Duties include strong client profiling/needs assessment and relationship building skills, attainment of business development objectives, and effective partnering with Financial Advisors and other lines of business. Responsible for effectively managing pipeline reports to deliver exceptional service and meet performance objectives. Remains in compliance with all standards, procedures and regulations.

Required Qualifications:

• Successfully completed FINRA Series 7 and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)

• 6+ months of customer service experience, business development experience, or a combination of both

Desired Qualifications:

• Call center experience

• Financial services sales experience

• Investment industry experience

Job Required Skills:

• Registration for FINRA Series 66 (or 63 and 65) must be completed within 120 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

Contact: Syed Irfan

Cell: 616-855-1605

Email : Syed.Irfan(AT)

I appreciate if you forward your updated word formatted resume for review before we speak.

About Us:

AthenPollo is a fast growing and dynamic organization providing IT consulting and staffing services for over 10 years and committed to becoming one of the nation’s premier IT companies. Our highly skilled and experienced team strives to deliver the highest levels of service and value to our Customers and Consultants. Our client base is comprised primarily of Fortune 100 companies and large system integrators.