2 Jobs in NEWPORT, RI
Energy Jobline IN is Hiring a Retirement Planner Near Newport, RI
Golden Reserve built our company on trying to not just change the financial industry for retirees but also for the Retirement Planners we hire. At Golden Reserve, you don't need a huge rolodex of friends and family to win we provide you with leads from our TV & Radio Shows (Expedition Retirement YouTube Channel ) and Seminars. Our unique model combines legal, tax and finance all under one roof at one flat- package cost (no more AUM).
And it is working, we are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country.
What We Ask
- Conversion: we deliver the leads to our Retirement Planners that are generated from seminars, radio, internet, and TV shows (The Expedition Retirement Show) we expect you to win these cases so we can help them navigate retirement.
- Service: Retirement Planners provide excellent customer service to our existing clients.
- Commitment: we know we must earn your trust, but we expect every recruit to be committed to our new way of approaching financial services.
BUT BEFORE YOU APPLY this is NOT a typical financial services position so if you want to learn more about the Retirement Planner role, check out: A Day in the Life of a Retirement Planner . If you want to learn more about how we are different, do us a favor and check out Expedition Retirement, our television (Expedition Retirement TV Show ) and radio shows (Expedition Retirement Radio & Podcast ), to see if our mission is the right fit for you or read our CEO's Amazon bestselling book Fire Your Financial Advisor (Fire Your Financial Advisor Amazon Bestseller ).
What We NeedTwo (2) years of client facing financial services experience.
State Life and Health Insurance Licenses.
FINRA Series 65 registration, or equivalent licensing.
GRIT we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace. What we provide:
- Prospects you do NOT need to bring, or even build your own book of business to be successful here, just your talent to convert these prospects to clients.
- Competitive Base Salary (starting at $100,000- $125,000), plus uncapped Production & Bonus incentives.
- Generous time off policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance.
Job Summary
Full Time
$65k-94k (estimate)
08/20/2024
09/18/2024
energyjobline.com
London
<25
Related Companies
The job skills required for Retirement Planner include Customer Service, Problem Solving, Commitment, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Retirement Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Retirement Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Retirement Planner positions, which can be used as a reference in future career path planning. As a Retirement Planner, it can be promoted into senior positions as an Enrollment & Billing Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Retirement Planner. You can explore the career advancement for a Retirement Planner below and select your interested title to get hiring information.
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