Job Description:
As a Retirement Specialist, your primary focus will be on empowering educators to enhance their financial literacy and secure their retirement future. You will collaborate closely with teachers to provide personalized retirement planning solutions, conduct financial assessments, and offer guidance on key financial concepts such as budgeting, saving, investing, and retirement strategies. Your role will involve building trusting relationships with educators, educating them on retirement planning options, and assisting them in making informed decisions to achieve their retirement goals.
Training Details:
Monday and Friday Morning Meetings: You will participate in weekly morning meetings on Mondays and Fridays to discuss effective retirement planning strategies, share insights on industry trends, and receive training on new retirement products and services. These meetings will serve as a platform for collaboration with colleagues and continuous learning to enhance your expertise in retirement planning.
Week Ride-Along and Shadowing: You will have the opportunity to partake in a week-long ride-along with your shadowing program where the Agency Vice President will accompany you on client visits and school luncheons. This immersive experience will allow you to observe and learn from seasoned professionals, gain practical insights into client engagement techniques, and develop skills in establishing meaningful connections with educators to promote financial empowerment and retirement readiness.
Through these comprehensive training initiatives, you will be equipped with the knowledge, skills, and hands-on experience necessary to effectively support educators in their retirement planning journey and empower them to achieve financial security and peace of mind.
Join Our San Diego Team:
If you are prepared to elevate your career and soar to new heights, consider joining our San Diego team at Appreciation Financial. We offer a supportive
An environment where you can thrive and succeed. In addition to a competitive salary and benefits package, our incentives include travel opportunities and performance-based bonuses.
By becoming a valued member of our team, you will have the chance to make a positive impact on the lives of educators while enjoying professional growth, exciting incentives, and rewarding experiences.
See you at the top!
Qualifications:
- Life & Health Insurance License (required): Must hold a valid license in the state where you'll be operating.
- 403(b) Knowledge/Experience : Proven experience working with 403(b) plans, specifically in the education sector or with public employees.
- Financial Planning Expertise : Background in retirement planning, asset allocation, and long-term financial strategies.
- Communication and Presentation Skills : Able to clearly explain complex financial concepts to educators who may not be familiar with investment terms.
- Relationship Management : Strong ability to build and maintain long-term relationships with teachers, school administrators, and educational institutions.
Benefits:
We offer a competitive compensation designed to support your success and growth:
- Uncapped Earning Potential
- Activity Incentive Plan
- Warm leads and unlimited free appointments
- Pathways to Leadership and Career Advancement