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 10-99commission 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 hoursManaging your calendar and setting up meetingsAnswer & 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 (webinaron 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 clientsFollowing up with account custodians to make sure that transfers go municating with clients & carriers to make sure that proper paperwork is received and in good order.Understanding & explaining the Florida Retirement SystemRequirements:Be a "people person" with a positive attitudeProficient- Google Workplace products- Google DocsSheetsDrive, GmailExperience 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 skillsDiscretion and confidentiality are essential for protecting our clients informationHigh 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 plusCRM skillscertifications (especially HubSpot) a plus215 insurance license REQUIREDSeries 65 license or the willingness to get it a plus. (We do not use BD licenses- 6, 63 etc. You would need to get a 65 if you wish to do AUM)Notary license a plusCompensation:$40k - $50k base salary plus commission & bonuses. $200k plus potential (Realistically!)Health, Dental, Vision 100% paid after 90 daysPTO, Vacation time & paid holidays after 90 days401k with a match after 12 monthsJob Type: Full-timePay: $100,000.00 - $250,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceFlexible scheduleHealth insuranceLife insurancePaid time offRetirement planVision insurancePhysical Setting:OfficeSchedule:8 hour shiftMonday to FridayExperience:Financial planning: 2 years (Required)LicenseCertification: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: 2025-02-21