Retirement Planner

Job Summary

This is a fantastic opportunity to work for a growing company with opportunities for advancement and a great atmosphere in the heart of Winter Park. The successful candidate will be responsible for managing information flow, building relationships with clients and partners, and participating in marketing events.

Responsibilities:

• Manage client calls and emails within 24 hours.
• Set up meetings and schedule appointments with clients.
• Communicate effectively with clients and carriers to ensure proper paperwork is received and in good order.
• Build retirement plans that match client needs.
• Conduct product research and provide quotes for prospective/ existing clients.

Requirements:

• Positive attitude and excellent verbal and written communication skills.
• Proficient in Google Workplace products (Google Docs/Sheets/Drive, Gmail).
• Experience in a financial services office, especially working with public employees.
• Reliable transportation and punctuality are essential.
• Discretion and confidentiality are necessary for protecting client information.

Compensation:

• $40k - $50k base salary plus commission & bonuses.
• $200k plus potential.
• Health, Dental, Vision 100% paid after 90 days.
• PTO, Vacation time & paid holidays after 90 days.
• 401k with a match after 12 months.

Benefits:

• Flexible schedule.
• Life insurance.
• Paid time off.
• Retirement plan.
• Vision insurance.

Salary : $40,000 - $50,000