Retirement Planner – Pre-Qualified Leads & Top Compensation

AlerStallings; Cleveland (OH); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Generous PTO

Health Insurance

Dental Insurance

401(k)

Life Insurance

Job summary

A financial services company in Greater Cleveland is seeking an experienced financial retirement planner. The role offers a competitive salary starting at $150,000 with increasing potential, alongside generous benefits including 401(k) and health insurance. Candidates should have over three years of new client meeting experience and relevant licenses. This position provides all pre-qualified leads, allowing focus on conversion and client service while supporting professional development through training.

Qualifications

• Minimum of three years of experience in meeting new clients.
• Possession of relevant state licenses.
• Registration with FINRA Series 65 or equivalent.

Responsibilities

• Convert leads into new client accounts.
• Provide excellent service to existing clients.
• Commit to sales systems and training.

Skills

New client meeting experience

Accountability

Problem-solving

Client service excellence

Education

State Life and Health Insurance Licenses

FINRA Series 65 registration

Job description

A financial services company in Greater Cleveland is seeking an experienced financial retirement planner. The role offers a competitive salary starting at $150,000 with increasing potential, alongside generous benefits including 401(k) and health insurance. Candidates should have over three years of new client meeting experience and relevant licenses. This position provides all pre-qualified leads, allowing focus on conversion and client service while supporting professional development through training.