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Financial Services Professional 403B / 457

Stafford, Virginia, United States
December 03, 2018


VRSI is a full service financial organization offering retirement planning, investments, annuities, and insurance products through a variety of companies. VRSI has been providing quality insurance and investment instruments to Teachers for over 30 years. Today we continue our growth at a faster pace than ever before.

If you are motivated by helping people, you seek the opportunity for unlimited income potential for you and your family, and you have a solid work ethic, you’ve found your final career home.

This individual will be responsible for 403(b) and 457 enrollments, individual retirement and investment counseling. Additionally, the candidate must have abilities to conduct retirement and investment seminars. Qualified candidates must possess the skills necessary to effectively communicate, schedule and conduct one on one retirement counseling appointments, recommend and implement investment and insurance instrument strategies. Be the go to professional for client service issues and investment and insurance questions.

The ideal candidates should possess the following qualifications:

• Strong understanding of the defined contribution market place (403(b) & 457 plans

• Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents

• Possesses a Life & Health Insurance Licenses at time of appointment

• Securities registrations – Series 6, 63, 65 are preferred at appointment date. Although, required within the 1st 120 days of appointment

• Valid Driver’s License

• 2 Years proven sales track record

• Submit to and pass a comprehensive background check

Qualified candidates are expected to have the following skills:

• Territory management and business development

• Relationship building

• Insurance and Investment Instrument knowledge

• Strong negotiation skills

• Excellent written and verbal communication skills

• Ability to prioritize and multitask

• Ability to build rapport with clients

• Proficient in Power Point, Excel, Outlook, Publisher and Word

• True Desire to be involved in a mentor-ship based program geared towards long-term employment

• College Degree

We provide the tools and resources necessary that will help set you up for success – including:

• Continuing Market Education

• Access to existing client base

• Wide array of financial products

• Technology and systems to enable you to efficiently manage your clients’ financial information and plans

• Turnkey marketing services

• A niche market with exclusively endorsed products

• A school site and place to work every day, every week

• Unequaled company support and training

This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).

Securities offered through GWN SECURITIES, INC. Member FINRA( 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. VRSI and GWN Securities, Inc. are non-affiliated companies.