Job Description

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, coachable and a commitment to delivering exceptional service to clients.

This role offers an independent, flexible lifestyle with unlimited earning potential.

Key Responsibilities:

• 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 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 a 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 are our platform.
  
• You will be assigned a Field Trainer who will help guide you throughout the learning process.
  

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