Financial Consultant – Retirement Services

Job not on LinkedIn

🕒 April 22

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 53%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Everence Financial

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1945

🛡️ Insurance

💼 Consulting

🏥 Healthcare

Insurance • Consulting • Healthcare

Everence Financial is a financial services organization that provides banking and account-related services to customers, with online sites and account access that may be restricted by geographic region. The company offers customer support via phone and email to help existing account holders and visitors who encounter access or account information issues.

📋 Description

• Provide holistic investment, insurance, and charitable giving advice • Maintain strong knowledge of Everence products • Generate new business and product sales within a designated region • Build and maintain client relationships through customer service, regular communication, and proactive outreach • Build client trust through professional competency and empathy • Cultivate connections and deepen relationships to generate cross-sales and new opportunities • Work effectively as part of a consultant team • Acquire and maintain knowledge of Everence products and services • Make group presentations periodically • Achieve required licensures and complete continuing education and compliance requirements • Become proficient with CRM and OnBase software for workflows and file storage • Maintain knowledge of compliance regulations • Perform additional duties as assigned

🎯 Requirements

• High attention to detail and organization • Excellent written and verbal interpersonal and communication skills • Ability to explain complex financial concepts clearly • Willingness to uncover client needs and generate or refer new business • Ability to work independently and collaboratively • Proficiency in Microsoft Office Suite: Word, Excel, PowerPoint, and Outlook • Ability to learn multiple database programs • Self-discipline, initiative, motivation to excel, persuasive skills, and energy • Ambition and desire to generate new business; sales orientation • Appreciation for integrating faith and finance within a diverse community • Results orientation and strong follow-through • Resiliency when responding to positive and negative outcomes • Willingness to disclose and certify personal investment accounts when required for compliance • Belief in Everence’s mission and willingness to learn its products and services • Respect for Christian faith and Anabaptist values • Ability to travel regionally regularly and nationally overnight as needed • Bachelor’s degree or higher preferred; willingness to pursue other designations • Administrative or sales experience, preferably in financial services • Teaching, fundraising, or sales background beneficial • Willingness to train • Obtain appropriate product licensing if not currently licensed • Fingerprinting required to open mail and work with confidential client information • No supervisory responsibilities

🏖️ Benefits

• Continuing education credits and compliance support as needed to maintain licenses • Remote work option • Full-time employment