What are the responsibilities and job description for the RETIREMENT PLANNER position at First Choice Wealth & Retirement?
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 :
Compensation :
Job Type : Full-time
Pay : $100,000.00 - $250,000.00 per year
Benefits :Schedule :
Experience :
License / Certification :
Ability to Relocate :
Work Location : In person
Salary : $40,000 - $50,000