Regional Planning Consultant - North Central or North Eastern United S - (Covington, OH)

Our Regional Planning Consultants work to truly create a culture of planning by coaching and inspiring our associates. The Ability We're Looking For Sales background in the financial service industry Series seven and 63 required Series 66 and/or 65 required or to be obtained within six months of hire Insurance licenses required or to be obtained within six months of hire CFP certification preferred The Purpose of Your Role You play a vital role in supporting VP/Executive Planning Consultants (EPC's) and their customers by reinforcing the principles of consultative selling. The foremost role of the Regional Planning Consultant is to coach and develop Executive Planning Consultants to ensure they possess the skills needed to provide a world-class background to our clients and grow their books.