Client appointments scheduled with no cold calling
Job summary
A financial services firm in Plainfield, Indiana, is seeking motivated Retirement Specialists with a competitive and purpose-driven mindset. Ideal candidates will educate clients in retirement options and life insurance, build strong relationships, and stay informed on industry changes. This role offers both part-time and full-time opportunities, along with ongoing training and client appointment support—no cold calling required. If you are passionate about helping others and advancing your career, apply today.
Qualifications
Candidates must be at least 18 years old as required by state law.
Willingness to obtain a Life Insurance License is necessary.
Strong communication and sales skills are essential.
Responsibilities
Educate and assist clients in selecting retirement options and life insurance policies.
Build and maintain strong client relationships.
Stay updated on industry regulations and products.
Skills
Strong communication skills
Sales skills
Self-motivated
Goal-oriented
Team player
Education
Life Insurance License (or willingness to obtain)
Job description
A financial services firm in Plainfield, Indiana, is seeking motivated Retirement Specialists with a competitive and purpose-driven mindset. Ideal candidates will educate clients in retirement options and life insurance, build strong relationships, and stay informed on industry changes. This role offers both part-time and full-time opportunities, along with ongoing training and client appointment support—no cold calling required. If you are passionate about helping others and advancing your career, apply today.