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Accountabilities:
- Connect with existing retirement plan members through proactive outreach and relationship-building conversations.
- Guide clients through retirement planning discussions and provide personalized recommendations.
- Translate complex financial concepts into clear, accessible advice.
Requirements:
- 1–3 years of sales experience, preferably in financial services or wealth management.
- Valid and active Life Insurance License (LLQP).
- Strong interpersonal and communication skills with ability to connect authentically.
Benefits:
- Competitive base salary with performance-based incentives and quarterly bonuses.
- Comprehensive benefits including medical, dental, life, and disability insurance.
- Defined contribution pension plan, employee savings programs, and matching stock ownership.
Jobgether
Our partner helps individuals make confident financial decisions through personalized retirement conversations. They offer a collaborative, client-focused environment with flexible work options and comprehensive training.