What are the responsibilities and job description for the Retirement Advisor - Southeast Missouri region position at Forrest T Jones & Company?
FTJ Retirement Advisors provide advice with Investment and Insurance related services to individual clients, employers, and families. These services are delivered through an innovative financial planning approach that help clients achieve their goals.
Forrest T. Jones & Company, or FTJ, is a third -generation, family-owned business whose history stretches back more than 65 years. FTJ is an insurance agency, broker, and third-party administrator licensed in all U.S. states and the District of Columbia who today serves more than half million insured through its national, regional marketing and third-party administration activities.
Position Summary
Establish new Qualified Plan employer accounts, maintain, and enhance existing employer and individual client relationships. Grow Plan participation and develop financial planning opportunities with individual Plan participants who enroll in 401(k), 403(b), and 457 Retirement Plans.
Primary Responsibilities
- Recruit new and grow existing assets under management.
- Meet with prospects and existing clients to discuss their financial goals, educate and answer questions about various investment options and potential risks.
- Meet with employer plan sponsors both in “for-profit and “non-profit” organizations providing financial planning education designed to increase employee participation.
- Assess the financial needs of individuals and assist them with developing a financial plan.
- Memorialize and input prospect and client communication into CRM
- Perform other related duties as assigned and required.
Competencies
- Ability to work independently with a strong internal drive for achievement
- Requires excellent oral and written communication skills and the ability to make effective presentations to specific target groups
- Proficient in Excel, Word, and PowerPoint
Requisites
- Series 65/66 or able to obtain within first 90 days of employment.
- Missouri Life insurance license.
- Prior work experience in mutual funds, annuities, and Life Insurance.
- Prior work with group benefit plans and 501(c)(3) organizations preferred.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Vision insurance
Compensation Package:
- Commission pay
Schedule:
- Day shift
Work Location: On the road
