We are seeking a highly motivated and customer-focused individual to join our team as a Retirement Planning Specialist. In this 1099-role, you will be an Independent Contractor responsible for providing financial guidance and support to clients, helping them navigate a wide range of financial products and services. The ideal candidate will have an understanding of basic financial principles… excellent interpersonal skills, and a commitment to delivering exceptional service to clients. This role offers an independent, flexible lifestyle with unlimited earning potential.
Key Responsibilities:
? Client Consultation:
? Conduct thorough financial assessments for clients to understand their goals, needs, and financial situations.
? Provide personalized advice and recommendations on various financial products and services, such as investment options, retirement planning, insurance, and estate planning.
? Stay informed about the latest financial products, services, and industry trends.
? Educate clients on available financial solutions and help them make informed decisions based on their individual circumstances.
? Build and maintain strong, trust-based relationships with clients through effective communication and responsiveness.
? Address client concerns and inquiries promptly, ensuring a positive overall experience.
? Identify opportunities for cross-selling financial products and services to meet clients’ comprehensive needs.
? Actively participate in business development activities to attract new clients and expand the client base.
Qualifications:
? Excellent interpersonal and communication skills.
? Detail-oriented with strong analytical and problem-solving abilities
? Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.
Mandatory Qualifications (Non-Negotiable):
? Must pass a Federal background check (No Felonies).
? Must have or be able to obtain a U.S Social Security Number.
? Must currently reside in the United States, Puerto Rico or Canada during the onboarding process.
? Must be 18+ years old (This is a Federal Requirement)
? Must be able to complete licensing requirements within 5-7 days
? Accountable with high level of integrity (critical in this regulated and customer-based industry)
Benefits:
? Ongoing training and professional development opportunities.
? Collaborative and supportive work environment.
Other Information:
? We are 100% remote, Zoom and Google is our platform.
? You will be assigned a Field Trainer who will help guide you throughout the learning process.
If you are passionate about helping individuals achieve their financial goals and thrive in a dynamic, client-focused environment, we invite you to apply
