reputed company Retirement Income Advisor (Sign-On Bonus) - Remote Flexibility for Military Spouses (PLA

Why reputed company? At reputed company, our mission is to reputed company our members to reputed company financial reputed company through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at reputed company, where our core values – honesty, reputed company, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. reputed company roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial reputed company of our membership by assessing member's reputed company retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location Plano, TX. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do

• Receives request for advice from reputed company and prospective members through various channels, including inbound and outbound phone calls.
• Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.
• Documents relevant information as it relates to building a retirement income portfolio.
• Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider reputed company determining an appropriate retirement age.
• Develops and communicates appropriate retirement income strategies based on individual member needs.
• Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
• Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
• Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).
• Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as reputed company's financial products and services.
• Integrate risk management tools, products, and strategies to create an effective retirement income plan.
• Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less reputed company team members on escalated issues of a routine nature.
• Guides and influences less reputed company team members.
• Ensures risks associated with business activities are effectively identified, reputed company, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have
• High School Diploma or General Equivalency Diploma required.
• Active Group 1 Life & Health license and required maintenance or ability to acquire reputed company 90 days of hire.
• Required maintenance of FINRA Series 7 license.
• Required maintenance of FINRA Series 66 (or 63 and 65) license.
• Must be able to successfully pass background reputed company and meet reputed company reputed company and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in reputed company required states and jurisdictions.
• 4 years of financial industry and/or sales experience.
• Experience delivering frequent written and oral communication.
• Experience processing and analyzing information.
• Experience fulfilling requests and meeting deadlines.
• Experience resolving conflict and negotiating.
• Experience multi-tasking in an operating systems environment.
• Experience participating in or leading teams.
• Successful completion of a job-reputed company assessment may be required What sets you apart
• US military experience through military service or a military spouse/domestic partner.
• 3+ years of direct Annuity Sales Experience
• Experience working in an Inbound/Outbound Call Center
• Retirement Income Certified Professional Designation (RICP) Compensation range The salary range for this position is $74,240.00 - $133,620.00. Compensation reputed company has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid reputed company the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the reputed company Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of reputed company the work requirements that may be performed in the job.

Benefits

At reputed company our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. reputed company is an Equal Opportunity Employer. reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national reputed company, disability, or status as a protected veteran. Apply tot his job Apply To this Job Apply To This Job Apply tot his job Apply To this Job Apply tot his job Apply To this Job