Financial Consultant - Rollover Specialist

Syosset, New York
Oct 03, 2016
Dec 31, 2016
Job Type
Full Time
Career Level
Not Specified

Paul Global Benefits Inc. (PGB) is a premier, full service employee benefits consulting firm that is focused on both US based and global corporations.  We predominately manage Employee Benefits programs for employers and are rapidly expanding our financial consulting and retirement consulting practice and recruiting energetic and motivated professionals who are interested in a career opportunity in this field.

PGB is searching for a Financial Consultant/Rollover Specialist to service our existing 401 k plans and to assist terminated participants with rollover needs.  PGB is also seeking Financial Consultants with a book of business who wish to expand.


  • Build a rollover business
  • Sell products directly to terminating retirement plan participants
  • Influence participants to consolidate externally held retirement assets into rollover product at time of sale
  • Determine financial risk profile and methodology
  • Assist participants in selecting investments according to their risk profile and investment objectives
  • Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives
  • Provide solutions to assist individuals secure their retirement future
  • Achieve daily, weekly and monthly sales targets


  • Bachelor’s Degree
  • Series 7 & 63 preferred
  • Excellent Communication skills
  • Work well in a team environment but also self-disciplined

Other Qualifications:

  • Desire to learn and advance in the Financial Consulting Industry
  • Determination to build and grow a client base