Retirement and Financial Planning Specialist

3 days ago


Clearwater, United States Simplicity Group Holdings Full time
About the Role

We are looking for an experienced Retirement and Financial Planning Specialist to join our team at Simplicity Group Holdings. As a key member of our organization, you will be responsible for providing product support, including comparative analysis, quotes, and illustrations, to our network of insurance and investment professionals.

You will also promote our market-leading marketing programs to our partners and coordinate with our service department to provide L&A, new business, and support to our customers. The ideal candidate will have 1-3 years of experience in sales or other relevant job experience, as well as a basic understanding of financial markets and retirement trends.

As a Retirement and Financial Planning Specialist, you will work closely with our experienced team to develop your skills and knowledge, and you will have access to a wide range of training and development opportunities. You will also have the opportunity to earn a competitive salary, ranging from $50,000 per year, plus variable compensation eligibility.



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