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Financial Product Consultant Jobs (NOW HIRING)

Product Consultant

Watertown, CT ยท On-site

$52K - $85K/yr

Automotive Product Consultant GMC of Watertown GMC of Watertown, a family-owned and operated ... Clearly explain financing and leasing options to guests * Support the sales process from start to ...

Product Consultant

Watertown, CT ยท On-site

$65K - $85K/yr

Job Type Full-time Description Automotive Product Consultant GMC of Watertown GMC of Watertown, a ... Clearly explain financing and leasing options to guests * Support the sales process from start to ...

Description Automotive Product Consultant GMC of Watertown GMC of Watertown, a family-owned ... Clearly explain financing and leasing options to guests * Support the sales process from start to ...

Product Consultant & Opportunity Scope Outcode Software, a custom software development and skilled ... Professional capabilities for developing a financial business case to justify client investments ...

$80K - $100K/yr

They are equally comfortable explaining a complex funding arrangement to a CFO, training internal ... The Benefits Product Consultant ensures Alcott remains a trusted advisor by combining deep ...

Benefits Product Consultant

Farmingdale, NY ยท On-site

$80K - $100K/yr

They are equally comfortable explaining a complex funding arrangement to a CFO, training internal ... The Benefits Product Consultant ensures Alcott remains a trusted advisor by combining deep ...

In the assigned Job Role of Domain Consultant 2, your Area Of Responsibility will be as below: โ€ข ... Overview The Infosys Financial Services unit is a global leader in driving digital transformation ...

Why this Role Matters We are seeking a Legal Product Consultant to join our Legal Knowledge ... and financing * Collaborate with product and engineering teams to implement AI-driven solutions ...

Why this Role Matters We are seeking a Legal Product Consultant to join our Legal Knowledge ... and financing * Collaborate with product and engineering teams to implement AI-driven solutions ...

Why this Role Matters We are seeking a Legal Product Consultant to join our Legal Knowledge ... and financing * Collaborate with product and engineering teams to implement AI-driven solutions ...

Why this Role Matters We are seeking a Legal Product Consultant to join our Legal Knowledge ... and financing * Collaborate with product and engineering teams to implement AI-driven solutions ...

$110K - $138K/yr

Why this Role Matters We are seeking a Legal Product Consultant to join our Legal Knowledge ... and financing * Collaborate with product and engineering teams to implement AI-driven solutions ...

Why this Role Matters We are seeking a Legal Product Consultant to join our Legal Knowledge ... and financing * Collaborate with product and engineering teams to implement AI-driven solutions ...

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Financial Product Consultant information

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How much do financial product consultant jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for financial product consultant in the United States is $61.71, according to ZipRecruiter salary data. Most workers in this role earn between $53.12 and $72.12 per hour, depending on experience, location, and employer.

What states have the most Financial Product Consultant jobs?

States with the most job openings for Financial Product Consultant jobs include:

What are popular job titles related to Financial Product Consultant jobs?

For Financial Product Consultant jobs, the most frequently searched job titles are:

Infographic showing various Financial Product Consultant job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $128,357 per year, or $61.7 per hour.

Financial Product Consultant

Zionsville, IN โ€ข On-site

Full-time

Posted 21 days ago


Key responsibilities

  • Handle inquiries from clients and financial advisors regarding annuities and investments, providing accurate information.

  • Navigate through various computer systems and online resources to retrieve and document information related to customer inquiries.

  • Educate clients about the company's financial products, procedures, and regulations, ensuring their needs are fully understood and met.


Job description

Description: Job Summary:

The Product Consultant is responsible for handling inquiries and responding professionally to clients and financial advisors regarding annuities and investments with Company. This position will have access to online resources, systems, training materials, peers, and various support teams. Company is committed to providing a high level of client service that meets our service-level agreements while accurately educating clients on our products, procedures, and regulations. This position must be client-focused, ensuring that each client's needs are fully understood and that appropriate action is taken to meet and exceed their expectations. In addition to general calls, this position will be expected to handle exchange calls and to assist with our conservation initiative.

How You'll Contribute:
  • Accurately providing information to all incoming inquiries regarding annuities, investments, tax implications, product information, procedures, and regulations
  • Efficiently maneuvering through various computer systems and online resources in retrieving information while responding to customer inquiries
  • Partnering with our external business partners, when required, to resolve customer inquiries
  • Effectively ensuring that detailed electronic records are maintained by accurately documenting all actions taken
  • Meeting measurable department standards as they relate to call quality and efficiency measures as well as meeting teamwork, ownership, and professional development goals
  • Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations
  • Efficiently utilizing all resources to ensure they are easily accessible when providing information to a client, or supporting a teammate, or manager
  • Taking ownership of customer issues by following requests through to completion and notifying appropriate personnel if problems exist
  • Displaying a positive attitude while adapting and being receptive to change
  • Taking initiative in developing skills by asking questions; investigating error sources to avoid future mistakes; making the best use of time between calls
  • Excelling in a culture that involves ongoing coaching and feedback from a variety of sources, to ensure the customer's needs are satisfied
  • Ability to work well in a team environment, strong sense of professionalism and reliability
  • Completing exchanges accurately
  • Educating clients about our products and what we have to offer
  • Displaying actions that align with the Vision, Mission, and Values
Qualifications:
  • Series 6 or 7 License
  • Requires excellent written and verbal communication skills
  • Strong commitment to customer service and quality required
  • 3 or more years of customer service experience preferred
  • Customer service experience in Financial Services and/or insurance preferred
  • Candidate must be detail-oriented with strong organization and prioritization skills
  • Proven decision-making skills and ability to multitask required
  • Effective analytical, problem-solving, and mathematical skills
  • BA/BS degree preferred, or equivalent experience required

Company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, or related medical conditions, or any other characteristic protected by applicable law. We are committed to fostering an inclusive workplace that celebrates diversity and promotes equity for all employees, candidates, clients, and partners.

Requirements: