Retirement Solutions Specialist
3 weeks ago
Job Title: Retirement Solutions Specialist
Company Overview: At Patrice & Associates, we understand the importance of secure and sustainable retirement planning. That's why we're seeking a highly skilled and motivated Retirement Solutions Specialist to join our team.
Estimated Salary: $70,000 - $90,000 per year, depending on experience.
As a key member of our organization, you will be responsible for providing expert advice and guidance to clients as they navigate the complexities of retirement planning. Your primary focus will be on developing and executing tailored financial plans that meet the unique needs and goals of each client.
Responsibilities:
- Conduct thorough consultations with clients to gather essential financial data and assess their risk tolerance.
- Develop and implement effective sales strategies to attract and retain commercial clients.
- Collaborate with internal teams to identify new business opportunities and drive revenue growth.
Requirements:
- Bachelor's degree in Finance, Economics, or related field.
- Series 65 licensing and insurance expertise (not required but preferred).
- Proven track record of success in sales or client-facing roles.
- Exceptional communication and interpersonal skills.
What We Offer:
- A competitive salary range of $70,000 - $90,000 per year, depending on experience.
- A comprehensive benefits package, including medical benefits and paid time off.
- Ongoing training and professional development opportunities.
- A dynamic and supportive work environment.
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