Retirement Planning Consultant

5 days ago


Scottsdale, Arizona, United States StrongHold Wealth Partners Full time

At StrongHold Wealth Partners, we're seeking a seasoned Insurance Agent and Retirement Planner to join our team. With over 20 years of experience as a top producer, we offer attractive contracts with above-average revenue shares.

About the Role

This is a fantastic opportunity for someone who shares our passion for success and integrity. As a key member of our team, you'll be responsible for building retirement plans and running income illustrations, while collaborating with your training manager to achieve this goal.

We're looking for someone who is eager to learn new skills and apply them effectively in a fast-paced environment. Prior experience in coaching, selling, teaching, or similar fields is beneficial but not required. An active Life Insurance License is essential, with the willingness to obtain Series 65 certification for retirement planning.

Key Responsibilities
  • Attend company training events and webinars to stay updated on industry techniques.
  • Familiarize yourself with our client communication style by listening to the Renovating Retirement podcast.
  • Collaborate with your training manager to build retirement plans and run income illustrations.
  • Invest time or money to build your client base, with guidance from our team on how to do so effectively.
  • Act in the best interest of your clients without inflating your commissions.
Qualifications and Benefits
  • Prior experience in coaching, selling, teaching, or similar fields is beneficial but not required.
  • An active Life Insurance License is essential, with the willingness to obtain Series 65 certification for retirement planning.
  • Able to learn new skills and apply them effectively in a fast-paced environment.
  • A positive attitude and a desire to be part of a revolutionary change in the industry.
  • No cap commission structure.
  • High compensation compared to industry standards.
  • Top-notch weekly training and access to a university-level education.
  • Non-captive business model.
  • Work-from-home flexibility.
Compensation and Expectations

You can expect a competitive salary of approximately $100,000 per year, depending on performance. If you are committed to hard work and prioritizing your clients' needs, we will provide comprehensive support to help you succeed.



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