Job Description:
Come work for a growing company with opportunities for advancement and a great atmosphere just outside of Orlando, located in the heart of beautiful Winter Park. Close to main highways and plenty of parking. This is
NOT an MLM or 10-99/commission only position. This is W-2 salary plus bonus/ commission & benefits. We pay 100% of health, vision, & dental benefits after 90 days. Additionally, we offer PTO , Vacation & paid holidays after 90 days. There is a 401k with a match after 12 months. You will
NOT need to bring your own computer, call any of your relatives/ friends, generate or pay for any of your own leads. We have more people to help than we have agents/ advisors!
Retirement Planner responsibilities include:
Job responsibilities-
Managing information flow in a timely and accurate manner. Return all client calls and emails within 24 hours
Managing your calendar and setting up meetings
Answer & log incoming phone calls (leads, existing clients & others)
Make clients & partners feel welcome.
Reach out (phone / email) to existing & prospective clients to schedule appointments.
Participate in live (seminar/ event based) & virtual (webinar/on camera) marketing events.
Running virtual & in-person consultations to assess client needs, goals & priorities.
Build retirement plans that match client needs.
Product research & quotes (health, medicare, life, annuity) for prospective/ existing clients
Following up with account custodians to make sure that transfers go through.
Communicating with clients & carriers to make sure that proper paperwork is received and in good order.
Understanding & explaining the Florida Retirement System
Requirements:
Be a "people person" with a positive attitude
Proficient- Google Workplace products- Google Docs/Sheets/Drive, Gmail
Experience in a financial services office (Insurance, Investments, etc) especially working with public employees (teachers, 403b, 457 market)
Familiarity with office gadgets and applications (e.g. e-calendars and copy machines)
Reliable transportation & punctuality a must (this position is In-Person at least 9am to 6PM )
Excellent verbal (phone) and written (email) communications skills
Discretion and confidentiality are essential for protecting our clients information
High School diploma required, 2 or 4- year Degree a plus (Business, Finance, Marketing, Communications, etc.)
Social media & public speaking skills (on camera talent, video editing, platform knowledge- LinkedIn, Facebook, Instagram) a plus
CRM skills/certifications (especially HubSpot) a plus
215 insurance license REQUIRED
Series 65 license or the willingness to get it a plus. (We do not use B/D licenses- 6, 63 etc. You would need to get a 65 if you wish to do AUM)
Notary license a plus
Compensation:
$40k - $50k base salary plus commission & bonuses. $200k plus potential (Realistically!)
Health, Dental, Vision 100% paid after 90 days
PTO, Vacation time & paid holidays after 90 days
401k with a match after 12 months
Job Type: Full-time
Pay: $100,000.00 - $250,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance
Physical Setting:
Schedule:
8 hour shift
Monday to Friday
Experience:
Financial planning: 2 years (Required) License/Certification:
Life & Health Insurance License (Required)
Series 65 (Preferred)
Ability to Relocate:
Winter Park, FL 32789: Relocate before starting work (Required) Work Location: In person
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