Financial Services & Retirement Specialist - Growth

Insuredwithingham; Georgia; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Health insurance

Vision insurance

Dental insurance

Paid time off

Profit sharing

Tuition assistance

Training & development

Flexible schedule

Opportunity for advancement

Job summary

A leading financial services firm in Augusta, GA is seeking a Financial Services & Retirement Specialist. The role involves strategic acquisition of retirement plans and holistic stewardship of client investments. Candidates should possess Series 6, 63 & 65 licenses, with strong skills in relational intelligence, proactive growth mindset, and high-level communication. A robust compensation package of $80,000 - $120,000 per year is offered along with exceptional benefits.

Qualifications

• Must possess Series 6, 63 & 65 licenses and other relevant certifications.
• Expertise in securities and retirement planning.
• Proven ability to lead meaningful conversations.

Responsibilities

• Proactively market to individuals and businesses for retirement plans.
• Conduct meticulous reviews for existing investment clients.
• Identify cross-sell opportunities for insurance clients.

Skills

Relational Intelligence

Proactive Growth Mindset

Rapid & Precise Decision Making

Influence & Energy

High-Level Communication

Education

Series 6, 63 & 65 licenses

Job description

A leading financial services firm in Augusta, GA is seeking a Financial Services & Retirement Specialist. The role involves strategic acquisition of retirement plans and holistic stewardship of client investments. Candidates should possess Series 6, 63 & 65 licenses, with strong skills in relational intelligence, proactive growth mindset, and high-level communication. A robust compensation package of $80,000 - $120,000 per year is offered along with exceptional benefits.