Relationship-Driven Retirement Solutions Specialist

Eaton Insurance Group; Atlanta (GA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Flexible Schedule

Hands on Training

Career Growth Opportunities

Mon-Fri Schedule

Unlimited Earning Potential

Uncapped bonuses

Job summary

Sound Retirement Solutions is seeking a dynamic professional to innovate marketing strategies and help clients assess coverage and retirement solutions.

You will work with a team to support the community, maintain records in compliance with regulations, and stay current on industry information, with a flexible Monday–Friday schedule and strong earning potential through uncapped bonuses.

Qualifications

• Experience in sales or customer service is an asset.
• Proficiency in MS Office and CRM systems.
• Attention to detail and strong math skills.
• Strong ethics, with a customer-oriented attitude.
• Outstanding communication skills, and the ability to foster long-term relationships

Responsibilities

• Innovate and execute cutting-edge marketing strategies that drive meaningful client connections.
• Evaluate current coverage and make recommendations.
• Use our systems to find and place the best solutions for your clients.
• Work alongside clients to deliver risk management strategies to help protect their retirement.
• Nurture your relationships with existing clients.
• Partner with a team to support your community.
• Maintain all insurance documents and records in compliance with state and federal regulations.
• Remain up to date on all industry information.

Skills

Customer service

Empathy

Communication

Multitasking

System navigation

Tools

MS Office

CRM systems

Job description

Sound Retirement Solutions is seeking a dynamic professional to innovate marketing strategies and help clients assess coverage and retirement solutions.

You will work with a team to support the community, maintain records in compliance with regulations, and stay current on industry information, with a flexible Monday–Friday schedule and strong earning potential through uncapped bonuses.