Job Description
Come work for a growing company with opportunities for advancement and a great atmosphere just outside of Orlando, located in the heart of beautiful Winter Park. Close to main highways and plenty of parking. This is NOT an MLM or 10-99/commission only position. This is W-2 Salary plus bonus/ commission & benefits. We pay 100% of health, vision, & dental benefits after 90 days. Additionally, we offer PTO , Vacation & paid holidays after 90 days. There is a 401k with a match after 12 months. You will NOT need to bring your own computer, call any of your relatives/ friends, generate or pay for any of your own leads. We have more people to help than we have agents/ advisors!
Retirement Planner responsibilities include:
Job responsibilities-
- Managing information flow in a timely and accurate manner. Return all client calls and emails within 24 hours
- Managing your calendar and setting up meetings
- Answer & log incoming phone calls (leads, existing clients & others)
- Make clients & partners feel welcome.
- Reach out (phone / email) to existing & prospective clients to schedule appointments.
- Participate in live (seminar/ event based) & virtual (webinar/on camera) marketing events.
- Running virtual & in-person consultations to assess client needs, goals & priorities.
- Build retirement plans that match client needs.
- Product research & quotes (health, medicare, life, annuity) for prospective/ existing clients
- Following up with account custodians to make sure that transfers go through.
- Communicating with clients & carriers to make sure that proper paperwork is received and in good order.
- Understanding & explaining the Florida Retirement System- this is our main niche
Requirements:
- Be a “people person” with a positive attitude
- Proficient- Google Workplace products- Google Docs/Sheets/Drive, Gmail
- Experience in a financial services office (Insurance, Investments, etc) especially working with public employees (teachers, 403b, 457 market)
- Familiarity with office gadgets and applications (e.g. e-calendars and copy machines)
- Reliable transportation & punctuality a must (this position is In-Person at least 9am to 6PM)
- Excellent verbal (phone) and written (email) communications skills
- Discretion and confidentiality are essential for protecting our clients information
- High School diploma required, 2 or 4- year Degree a plus (Business, Finance, Marketing, Communications, etc.)
- Social media & public speaking skills (on camera talent, video editing, platform knowledge- LinkedIn, Facebook, Instagram) a plus
- CRM skills/certifications (especially HubSpot) a plus
- 215 insurance license REQUIRED
- Series 65 license or the willingness to get it a plus. (We do not use B/D licenses- 6, 63 etc. You would need to get a 65 if you wish to do AUM)
- Notary license a plus
Compensation:
- $40k - $50k Base Salary plus commission & bonuses. $200k plus potential (Realistically!)
- Health, Dental, Vision 100% paid after 90 days
- PTO, Vacation time & paid holidays after 90 days
- 401k with a match after 12 months
Job Type: Full-time
Salary: $40,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Physical setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
- Commission pay
Ability to commute/relocate:
- Winter Park, FL 32789: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Financial planning: 2 years (Preferred)
License/Certification:
- Life & Health Insurance License (Required)
- Series 65 (Preferred)
Work Location: In person