Licensed Retirement Income Advisor- Sales & Planning (Sign-On Bonus)
Core
Strategic financial professional guiding military community members toward lasting financial security through personalized retirement income planning and sales.
Role type
Senior IC Retirement Income Advisor (Sales & Planning)
Builds
Comprehensive retirement income portfolios and financial strategies for military members and their families
Domain
Financial Services / Retirement Planning / Military Community
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Retirement income planning, Annuity sales, Life insurance sales, Consultative selling, Financial strategy development, Risk management, Regulatory compliance, Outbound/inbound sales, Conflict resolution, Multi-tasking
Preferred skills
US military experience, Military spouse status, CFP designation, RICP designation, ChFC designation, Annuity/Life Insurance sales experience (3+ years), Call center experience, Salesforce CRM proficiency, Money Guide proficiency
Technologies
Salesforce CRM, Money Guide
Responsibilities
Assess member retirement needs and financial situations, develop and communicate retirement income strategies, recommend financial products and services, conduct outbound calls for follow-ups and campaigns, educate members on economic trends and tax implications, guide less experienced team members, ensure risk compliance in business activities
Seniority
Mid-Senior level, hands-on IC with sales leadership responsibilities