Job Summary
A financial service company is filling a position for a Remote Retirement Planner Director in Atlanta.
Core Responsibilities of this position include:
- Providing direction and guidance on the planning, execution, and investing needs of our premium service eligible participants
- Working with the team in the field to ensure the personal satisfaction
- Exceeding assigned targets and driving both Personal & Workplace Investments Sales
Applicants must meet the following qualifications:
- Life and annuity licenses (required)
- Bachelor's degree required
- 10 years minimum investment sales/financial planning experience
- Series 7,63, 65/66 (required)
- Proven track record in generating sales and managing relationships with high net worth clients
