Elite Sales Rep for White-Glove Financial Planning

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 50,000 - 80,000; Full time

Job summary

Peak Retirement Planning, Inc. is seeking driven individuals to reach out to 50,000+ potential clients annually, scheduling meetings with our financial planners. We value relentless work ethic, servant leadership, and a passion for helping clients achieve retirement goals.

Join a fast-growing Columbus-based firm that rewards initiative, teamwork, and a commitment to providing white-glove service to clients while growing with the company for 30+ years.

Qualifications

• Elite at what they do. Extremely hard worker. Gritty. Gets things done.
• Goes above and beyond to provide a White Glove Service to clients.
• Wants to grow with a fast-growing startup and embraces a growth mindset.

Responsibilities

• Call, text, and email prospective clients to schedule them with our financial planners.

Skills

A+ Player

Foxhole Team Member

Rocketship Mentality

Job description

Peak Retirement Planning, Inc. is seeking driven individuals to reach out to 50,000+ potential clients annually, scheduling meetings with our financial planners. We value relentless work ethic, servant leadership, and a passion for helping clients achieve retirement goals.

Join a fast-growing Columbus-based firm that rewards initiative, teamwork, and a commitment to providing white-glove service to clients while growing with the company for 30+ years.