Remote Retirement Plan Recruiter & Advisor

Forrest T. Jones & Company; Kansas City (MO); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Company-paid medical, STD, LTD, and L

Life insurance and voluntary benefits

Job summary

FTJ Retirement Advisors, a unit of Forrest T. Jones & Company, seeks a proactive advisor to recruit and grow assets under management while helping schools and businesses boost 403(b)/457(b)/401(k) participation.

You will meet with clients to discuss goals and develop financial plans, input communications into CRM, and work remotely from Northeast Missouri. Requirements include securities licenses (Series 6/7, 63, 65/66 or ability to obtain within 90 days), Life & Health licenses in MO/KS, and

Qualifications

• Series 6/7, 63, & 65/66 or able to obtain within first 90 days of employment.
• Missouri and/or Kansas Life and Health licenses.
• Prior work with mutual funds, annuities, and Life Insurance.
• Prior work with group benefit plans and 501(c)(3) organizations preferred.

Responsibilities

• Recruit new and grow existing assets under management.
• Meet with prospects and existing clients to discuss financial goals and educate on investment options and risks.
• Meet with School Districts and businesses to improve 403(b)/457(b)/401(k) plan participation rates.
• Assess financial needs and help clients develop a financial plan.
• Memorialize and input prospect and client communications into CRM.
• Perform other related duties as assigned.

Skills

Communication skills

Independent work

Excel

Education

Series 6/7, 63, 65/66

Missouri/Kansas Life & Health licenses

Tools

CRM software

Job description

FTJ Retirement Advisors, a unit of Forrest T. Jones & Company, seeks a proactive advisor to recruit and grow assets under management while helping schools and businesses boost 403(b)/457(b)/401(k) participation.

You will meet with clients to discuss goals and develop financial plans, input communications into CRM, and work remotely from Northeast Missouri. Requirements include securities licenses (Series 6/7, 63, 65/66 or ability to obtain within 90 days), Life & Health licenses in MO/KS, and