Retirement advisor

Please send all resumes to : William Comerford

wcomerford@patriceandassociates.com

Job Title : Retirement Advisor

Job Type : Full-TIme W-2 salary

Base Salary : $50,000 - $75,000 (depending on experience)

Commission based compensation based on revenues managed under portfolio

Introduction : We are seeking a dynamic and driven individual to join our team as an ENTRY-LEVEL Retirement Advisor. This role is ideal for sales professionals seeking to enter the retirement industry as Retirement Advisor.

There is no need for a background in insurance or financial planning. Our agency offers a supportive environment that fosters professional growth and development, providing a clear path to increase earning potential through training and sales success based on the companies investment philosophy.

The ideal candidate should have a strong SALES background. The candidate must have strong interpersonal and communication skills, with the ability to build and maintain strong relationships.

They should be highly motivated and driven, with a 'sales mentality' and a strong desire to succeed. Successful candidates will have contacts in the community who can be leveraged to build their business.

On joining the company, we would provide a clear career path for the successful candidate. This would be a fantastic opportunity for someone looking to take the next step in their career, with the potential for increased earning potential in the near future.

This role will include regular training and development opportunities, to ensure that the successful candidate is fully equipped to succeed in their role.

Job Description : The Retirement Advisor will focus on new client development and retention by providing tailored retirement solutions based on the clients investment philosophy.

This role offers a great opportunity for professional growth and hands-on experience in financial advising.

Responsibilities :

• General knowledge of financial planning, retirement accounts, investment products, and tax considerations
• Conduct client consultations, gathering essential financial data and assessing their needs and goals
• Develop and execute sales strategies to attract and maintain commercial clients
• Communicate regularly with clients to address inquiries, provide updates, and review financial plans
• Maintain accurate client records and ensure compliance with industry regulations and company policies.
• Participate in client meetings, helping to explain financial strategies and solutions
• Network extensively to generate a steady flow of prospects
• Conduct client needs analysis to propose optimal insurance solutions
• Build and sustain long-term client relationships, ensuring high satisfaction and retention
• Remain updated on industry trends to maintain a competitive edge

Qualifications :

• INSURANCE EXPERIENCE NOT REQUIRED
• Series 65 and insurance licensing will eventually be required but not needed for initial employment
• Excellent interpersonal and communication skills
• Dynamic problem solving capabilities
• Strong teaching skills and patience in working with people
• Solid relationship-building skills
• Driven and accountable self-starter
• Quick learner with the capability to assimilate new information
• Proficient in CRM systems and Microsoft Office.

Preferred Sales Backgrounds :

• Successful B2B sales experience, especially in financial services, real estate, or professional services
• Demonstrated ability to surpass sales quotas in competitive environments
• Versatile sales skills adaptable to diverse client needs

Compensation Package :

• Competitive base plus commission (on licensure).
• Professional development and industry training

Application Process : Submit a resume and a cover letter detailing your sales achievements and suitability for the role.

Keywords & Skills :

• Sales Strategy
• Client Acquisition
• Relationship Management
• Risk Analysis
• Insurance Solutions
• Business Development
• B2B Sales
• Financial Services Sales
• Professional Networking
• Negotiation Skills
• CRM Software Proficiency
• Performance-Driven
• Adaptive Learning

If you qualify for this position, Patrice & Associates will provide a new, professionally written resume FREE of charge to you.

Also FREE to you is career coaching and more services to help you with your career transition. Apply now to be considered as a future member of an exciting and rewarding work environment where your contributions will be valued and your career can flourish!

The Company is an equal opportunity employer and values diversity in the workplace. We thank all applicants for their interest;

however, only those selected for an interview will be contacted.-

EOE-

We MATCH Our Candidates with the BEST Companies and Career Opportunities in the Industry...

With 30 years' of experience, Patrice & Associates Hospitality & Recruiting Specialists is not only the LARGEST Hospitality Recruiting firm in North America, but the BEST extending beyond just Hospitality.

We say we're the best because our clients are some of the top name brands in their respective industry and thry rely on us to MATCH talented leaders from entry-managers to C-Suite leaders with opportunities in their organizations.

TOP 5 Advantages YOU get with Patrice & Associates Hospitality Recruiting

1. We know openings that are not on job boards (the best usually aren't)

2. We get qualified candidates directly to the decision makers (jump the line)

3. We work for YOU for FREE as a Career Coach to find YOU the perfect career!

4. We work confidentially, protecting your job while we look for new opportunities

5. You get to be part of our secure database for future exclusive opportunities

EOE - Equal Opportunity Employer

Last updated : 2024-11-21

Salary : $50,000 - $75,000