Financial Professional – Retirement Benefits Group
reputed company Advisors is a leader in the wealth management industry, focusing on making a positive impact in people's lives. The Financial Professional in the Retirement Benefits Group will engage with clients, educate them on financial products, and ensure their retirement needs are met.
Responsibilities
- Cultivate and expand your network reputed company established markets
- Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
- Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
- Flexible schedule to maximize productivity and personal time
Skills
- Bachelor's degree or equivalent skills and work experience
- State Life & Health, SIE, Series 7, Series 66 licensing
- Values-driven with a track record of success and accomplishment
- Excellent interpersonal and communication abilities with strong self-confidence
- Entrepreneurial spirit with a desire to positively impact others' lives
- Ability to work with and learn from top performers
- Must be authorized to work in the United States
Benefits
- Health, dental and vision
- 401(k)
- Employee Stock Purchase Plan (ESPP)
- Disability
- Life Insurance
- Transportation Reimbursement Incentive Program (TRIP)
Company Overview