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JOB DETAILS |
| Company Name |
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Freedom One Financial |
| Company Address |
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8031 M-15
ClarkstonMichigan
United States48348
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| Company URL |
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Company Profile |
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View |
| Job Type |
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Full Time |
| Job Title |
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Retirement Consultant |
| Job Location |
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/ Michigan |
| Salary |
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50,000 - 60,000 |
| Description |
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Freedom One is currently seeking a Retirement Consultant
Seeking motivated and enthusiastic individuals with 1-2 years experience in the financial services industry to provide retirement plan services to Freedom Ones existing 401(k) plan participants.
Responsibilities:
Travel to client locations
Conduct group presentations
Conduct one-on-one retirement planning consultations
Provide retirement education to participants
Complete reports in a timely manner
Uncover opportunities for other financial services
Follow up warm source leads generated from our existing 401(k) plans
Close financial services business to meet established goals
Attend weekly training meetings
Required Skills:
1-2 years experience in the financial industry; focused on mutual funds and annuities
Comfortable with facilitating group presentations and conducting one-on-one enrollments
Licenses - 6, 63, Life, Health, Variable Contracts
Willing to travel
Basic computer skills
Strong organizational skills
Good people skills
Education:
High school graduate or higher
College is a plus
Industry training and experience
Salary:
Salary plus bonus
Competitive benefit package includes:
Medical, dental, vision, short- term disability, life insurance, 401(k) plan, car and travel allowance, wireless internet, tuition reimbursement, on-site fitness center and trainer
www.freedomonefinancial.com
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