As a retirement planning specialist, you will work alongside a team of financial professionals whose goal is to help clients successfully set and achieve their financial goals. In this role, you will build long-lasting relationships, offer expertise, and provide solutions to help clients navigate toward financial success.
Retirement planning specialists are crucial members of our team. After completing training, for the necessary licenses and certifications, your typical day as a retirement planning specialist may include:
- Developing relationships with clients (both existing and prospective) in person and over the phone
- Gathering information to find the best products and plans for each client
- Expanding knowledge of the tools and services available to assist clients with their financial goals
- Helping clients prepare for a long, successful retirement
About Us:
Success Financial Solutions LLC. is a Pittsburgh-based, locally-owned independent financial firm. Through our partnership with American Senior Benefits, our office specializes in Medicare supplement insurance, long-term care, short-term care, specialty health, life insurance, annuity solutions, and retirement planning, offered by the industry’s largest and most successful insurance companies.
Our specialists provide our clients with best-in-class health, life, & financial products, and we are looking to expand our Western Pennsylvania team!
No experience necessary! Our training approach ensures that we provide each specialist with the tools and resources they need to grow and understand the financial services industry. We will develop, educate, mentor, and provide the right candidate with the very best training, product portfolio, and company support to help you deliver expert advice to clients.
We are seeking out highly motivated, competitive, entrepreneurial applicants with different backgrounds and work experiences to join our team here at Success Financial, including but not limited to:
- Financial management, sales, insurance, and financial services
- Customer service
- Former athletes
- Military background
- Prior sales and/or business experience preferred, but not necessary
Apply today at www.goldstandardfinancialgroup.com
Position Requirements:
- Excellent communication skills
- Committed to success
- Self-motivated
- Team-player
- Competitive spirit
- Life, Accident, and Health Insurance License (can be acquired after hire)
Benefits:
- Flexible scheduling
- Professional development assistance
- Multiple bonus compensation programs
- Sponsorship of Licensing/ Credentialing
- Exceptional Income Potential
Job Type: Full-time
Pay: $30,000.00 - $1,000,000.00 per year
Benefits:
- Flexible schedule
- Professional development assistance
- Referral program
Compensation package:
- Bonus opportunities
- Commission pay
Weekly schedule:
Work setting:
Education:
License/Certification:
- Driver's License (Required)
Work Location: Multiple locations