Retirement Specialist

Job Description

Salary:

Financial Professional (Part-Time or Full-Time)

Are you a driven, motivated individual looking to make a meaningful impact through financial education and planning? We are seeking a Financial Professional to join our growing team of advisors. This role offers flexible hours and uncapped earning potential.

Position Overview:

As a Retirement Specialist, youll help clients create personalized strategies for protecting their families, building wealth, and preparing for retirement. This role focuses on insurance-based financial planning, utilizing tools like life insurance, annuities, and other protection and savings vehicles. Securities license can be pursued once insurance license is obtained.

Key Responsibilities:

Provide client-focused financial education

Build and maintain strong client relationships through trust, transparency, and consistent follow-up

Customize life insurance, health insurance, and indexed retirement strategies based on client goals

Attend weekly training and development sessions as well as weekly one-on-one mentorship meetings to stay current on products, strategies, and compliance

Work with mentor as well as independently to generate new business through networking, referrals, and marketing efforts

Qualifications:

Life and Health Insurance License (required to actively serve clients but may be obtained after on-boarding)

Excellent communication and interpersonal skills

Self-starter with a strong work ethic and entrepreneurial mindset

Passion for helping others achieve financial security and peace of mind

Prior experience in financial services, insurance, or sales is helpful but not required

What We Offer:

Comprehensive training and mentorship program

Proven systems for business development and client acquisition

Flexible schedule set your own hours (part-time or full-time)

Competitive compensation through commissions, bonuses, and incentives

Ongoing professional development and growth opportunities

Compensation:

Performance-based commission structure with no cap on earnings.

Ready to Start Making a Difference?

Whether youre newly licensed or looking for a career change with purpose, we invite you to apply. Begin your journey toward a rewarding career in financial services today!

remote work

Full-time

Hybrid remote