Remote Retirement Planner Director in Atlanta

Location: Georgia

Compensation: To Be Discussed

Staff Reviewed: Sun, Dec 27, 2020

This job expires in: 9 days

Job Category: Sales

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Education Level: Bachelors, Masters

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

COMPLETE JOB DESCRIPTION

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