We offer training to get you licensed and then you have a paid entry level career that can take you far. Use your language skills to connect with our clients
On day one, you will be provided with a development path with unlimited potential. As a Retirement Specialist in Training, you will engage clients conversationally to provide guidance and education on their investment plans. We look to meet individuals where they are at – whether they are just starting out, building a family, or planning for retirement. You will assist them in meeting their short- and long-term financial goals. Individuals who excel as a Retirement Specialist in Training come from different professional and educational backgrounds, so no prior financial services experience is required. Our goal is to develop individuals who work hard, have a drive for accomplishment, an interest in financial services, and a desire to grow professionally.
We want to hear from you today if:
You can connect with people and build personal, trusted relationships
You are looking for a fulfilling opportunity
You are committed to success
You have complex problem-solving skills
You desire unlimited potential for professional growth
Responsibilities
Engage 401k / 403b participants to assist and educate them regarding current investment, insurance, and retirement planning strategies
Demonstrate ownership of client issues by assisting with account needs and following through on commitments
Strengthen client loyalty and experience by anticipating needs and providing excellent service
Collaborate and work successfully within a team environment
Consistently identify financial planning opportunities
What we are looking for
Bachelor’s Degree or 2+ year’s relevant industry experience
Ability to obtain FINRA SIE, Series 7 & 66 as well as State Variable Life & Health licenses within 120 days of start date
We offer paid, industry-leading training programs to help you acquire the necessary licenses (1-3 months)
Languages: English as 1st or 2nd language, Spanish and Vietnamese
Excellent relationship building and communication skills
Strong organizational and time-management skills
Ability to create / develop systems and efficiencies to service client needs
Ability to work and collaborate successfully within a team environment
River Oaks location in prestigious building.
Once licensed, salary and bonus potential, 401k with match, health, Rx, vision and life instance benefits available.
