Virtual Retirement Planning Specialist

Retirement Planning Specialist - School Worksite Retirement Enrollment

Empower Educators. Shape Futures. Join Forthright.

At Forthright, we believe in providing opportunities for you to excel while making a difference in the lives of educators. We are seeking a dedicated Retirement Planning Specialist to help school employees navigate their Retirement Planning journey.

Discover the Forthright Advantage:

1.Pre-scheduled Appointments

Say goodbye to cold calling and lead generation expenses. We set you up with pre-qualified prospects and pre-scheduled appointments, giving you the time and resources to focus on what truly matters - helping educators plan their retirement.

2.Commitment to Education

Our foundation is built upon understanding and serving the needs of the educational community. As a trusted partner for K-12 & University Educators, you'll have the chance to empower school staff by providing tailored advice on various retirement plans, embodying our core value of prioritizing education over advice.

3.Expertise in Holistic Financial Planning

Join the firm that Educates the Educator. As an "Approved 403(b) Vendor," your advice will be respected and valued by the school employees you serve. Nearly half of our clients choose to engage in long-term Financial Planning Relationships, fostering enduring connections. Additionally, you'll have the opportunity to cross-promote life insurance products or investment advisory services.

4.Flexibility with 100% Remote Work

Embrace the convenience and freedom of remote work. Our advisors thrive in a flexible, fully remote environment, enabling them to work when and where it suits them best.

Position Requirements

• Life Insurance License (Required)
• Series 65/66 license (Preferred)
• Must obtain non-resident license in one of the following states: FL, NJ, IL, MI, OH, MN, MA, WA, CT, PA, TX, VA, GA, AZ, or NY
• 5 years of financial services experience
• Proven and successful sales background
• Annuity and/or AUM production of 5 million over the last 2 years

Benefits of working with Forthright

• Professional Development Assistance (CFP, CFA, ChFC, CLU, RICP)
• Employer Paid health, dental, and vision insurance (after reaching 25M of AUM or paid out of pocket)
• Annual Company Trip

Note: This is a 1099 independent contractor position.

Learn more by visiting our careers page at https://www.forthrightcps.com/careers

Job Type: Full-time

Pay: $95,000.00 - $130,000.00 per year

Benefits:

• Professional development assistance

Schedule:

• Monday to Friday

Experience:

• Financial planning: 5 years (Preferred)

License/Certification:

• Life Insurance License (Required)
• Series 65 or 66 (Preferred)

Work Location: Remote