Retirement Planning Specialist Job at Ask Bree and Lisa, Tampa, FL

S2J3K2JXVXZvbkhxeGhLMm50K2NKTmVyTGc9PQ==
  • Ask Bree and Lisa
  • Tampa, FL

Job Description

We are seeking a highly motivated and customer-focused individual to join our team as a Retirement Planning Specialist .

In this 1099-role, you will be an Independent Contractor responsible for providing financial guidance and support to clients, helping them navigate a wide range of financial products and services.

The ideal candidate will have an understanding of basic financial principles, excellent interpersonal skills, coachable and a commitment to delivering exceptional service to clients.

This role offers an independent, flexible lifestyle with unlimited earning potential.

Key Responsibilities:

  • Conduct thorough financial assessments for clients to understand their goals, needs, and financial situations.
  • Provide personalized advice and recommendations on various financial products and services, such as investment options, retirement planning, insurance, and estate planning.
  • Stay informed about the latest financial products, services, and industry trends.
  • Educate clients on available financial solutions and help them make informed decisions based on their circumstances.
  • Build and maintain strong, trust-based relationships with clients through effective communication and responsiveness.
  • Address client concerns and inquiries promptly, ensuring a positive overall experience.
  • Identify opportunities for cross-selling financial products and services to meet clients' comprehensive needs.
  • Actively participate in business development activities to attract new clients and expand the client base.

Qualifications:

  • Excellent interpersonal and communication skills.
  • Detail-oriented with strong analytical and problem-solving abilities
  • Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.

Mandatory Qualifications (Non-Negotiable):

  • Must pass a Federal background check (No Felonies).
  • Must have or be able to obtain a U.S Social Security Number.
  • Must currently reside in the United States, Puerto Rico or Canada during the onboarding process.
  • Must be 18+ years old (This is a Federal Requirement)
  • Must be able to complete licensing requirements within 5-7 days
  • Accountable with a high level of integrity (critical in this regulated and customer-based industry)

Benefits:

  • Ongoing training and professional development opportunities.
  • Collaborative and supportive work environment.

Other Information:

  • We are 100% remote, Zoom and Google are our platform.
  • You will be assigned a Field Trainer who will help guide you throughout the learning process.

Job Tags

Part time, For contractors, Remote job, Flexible hours,

Similar Jobs

SSP

Line Cook Job at SSP

 ...operates several restaurants throughout the Milwaukee Mitchell International Airport located in Milwaukee, WI This is a full-time...  ...daily basis Requisitioning and stocking of all required food, paper products, and condiments Handles, stores, and rotates all products... 

Ladgov Corporation

American Sign Language Interpreter Job at Ladgov Corporation

 ...Job Description Job Description Job Title: American Sign Language Interpreter Location: Bremerton, WA Duties: Provide sign language interpreter services to facilitate communication for command Deaf and Hard of Hearing employees and functions. Interpret... 

Lindeman & Associates

Sr. Motion Graphics Designer Job at Lindeman & Associates

 ...Hulu, Lionsgate, Netflix, STARZ, Universal Pictures, and Warner Bros. LA is seeking an innovative and self-motivated Sr. Motion Graphics Designerexperienced in creating motion graphics, design, and animation for theatrical trailers, television spots, outdoor displays... 

CompHealth

Physician Psychiatry Job at CompHealth

 ...work-from-home schedule ~ TMS (required or willing to learn)~ Standalone outpatient private clinic ~3 days on site and 1 - 2 remote days ~ Independent practitioner model ~5 PNPs on staff and 1 PA ~ Send CV to ****@*****.***, or call Brett Jones... 

Kren Enterprises

Dedicated CDL-A Truck Driver Job at Kren Enterprises

 ...Position Details: ~ CDL-A Truck Driver earning $900 - $1280 plus accessorial pay per week ~$.49 - $.64 CPM depending on location and...  ...other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices...