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 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 (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 clientsFollowing 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 SystemRequirements:Be a “people person” with a positive attitudeProficient- Google Workplace products- Google Docs/Sheets/Drive, 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 skills/certifications (especially HubSpot) a plus215 insurance license REQUIREDSeries 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 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)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: 2025-01-14