First Choice Wealth & Retirement | Retirement Planner |...

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: Office 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

Created: 2024-11-26